Foresight Global Investors’s LPL Financial LPLA Stock Holding History

Foresight Global Investors’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	$439K	Hold	1,459	–	–	0.29%	19
2025 Q4	$521K	Hold	1,459	–	–	0.25%	15
2025 Q3	$485K	Buy	+1,459	New	+$529K	0.29%	16
2024 Q4	–	Sell	-6,649	Closed	-$1.55M	–	31
2024 Q3	$1.55M	Buy	6,649 +1,100	+20%	+$248K	0.84%	16
2024 Q2	$1.55M	Hold	5,549	–	–	0.75%	17
2024 Q1	$1.47M	Hold	5,549	–	–	0.72%	20
2023 Q4	$1.26M	Sell	5,549 -1,671	-23%	-$376K	0.72%	24
2023 Q3	$1.72M	Buy	7,220 +4,260	+144%	+$989K	0.95%	16
2023 Q2	$644K	Hold	2,960	–	–	0.35%	40
2023 Q1	$599K	Buy	+2,960	New	+$677K	0.43%	33

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Foresight Global Investors's LPLA Position: Q1 2026 in Review

Foresight Global Investors held its LPL Financial (LPLA) position steady in Q1 2026 at 1,459 shares worth $439K. The position accounts for 0.29% of the portfolio, ranked #19.

Foresight Global Investors first reported a position in LPLA in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q3 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Foresight Global Investors held 1,459 shares of LPL Financial worth $439K as of Q1 2026.
Foresight Global Investors left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.29% of Foresight Global Investors's portfolio in Q1 2026, its #19 holding.
Foresight Global Investors first reported a position in LPL Financial in Q1 2023 and has held it in 10 quarters since.
Foresight Global Investors's LPL Financial position peaked at $1.72M in Q3 2023.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Foresight Global Investors's 13F filing for Q1 2026, filed 13 May 2026.