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Fidelis Capital Partners’s LPL Financial LPLA Stock Holding History

Fidelis Capital Partners’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
1,039
+86
+9% +$28.9K 0.02% 396
2025
Q4 		$340K Sell
953
-17
-2% -$6.01K 0.02% 375
2025
Q3 		$323K Buy
970
+73
+8% +$26.5K 0.03% 376
2025
Q2 		$340K Buy
897
+102
+13% +$35.7K 0.03% 326
2025
Q1 		$250K Buy
795
+119
+18% +$41.4K 0.03% 361
2024
Q4 		$246K Buy
+676
New +$200K 0.02% 372

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelis Capital Partners's LPLA Position: Q1 2026 in Review

Fidelis Capital Partners increased its LPL Financial (LPLA) stake by 9% in Q1 2026, buying an estimated $28.9K and bringing the position to 1,039 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #396.

Fidelis Capital Partners first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Fidelis Capital Partners held 1,039 shares of LPL Financial worth $313K as of Q1 2026.
  • Fidelis Capital Partners bought 86 LPL Financial shares in Q1 2026, an estimated $28.9K.
  • LPL Financial made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #396 holding.
  • Fidelis Capital Partners first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Fidelis Capital Partners's LPL Financial position peaked at $340K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.