FFO
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Fortitude Family Office’s LPL Financial LPLA Stock Holding History

Fortitude Family Office’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 		$13.8K Buy
46
+22
+92% +$7.38K ﹤0.01% 541
2025
Q4 		$8.57K Sell
24
-7
-23% -$2.48K ﹤0.01% 628
2025
Q3 		$10.3K Buy
31
+9
+41% +$3.26K ﹤0.01% 562
2025
Q2 		$8.25K Buy
22
+14
+175% +$4.91K ﹤0.01% 624
2025
Q1 		$2.62K Sell
8
-11
-58% -$3.83K ﹤0.01% 877
2024
Q4 		$6.2K Hold
19
– – ﹤0.01% 775
2024
Q3 		$4.42K Buy
+19
New +$4.28K ﹤0.01% 823

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

Fortitude Family Office's LPLA Position: Q1 2026 in Review

Fortitude Family Office increased its LPL Financial (LPLA) stake by 92% in Q1 2026, buying an estimated $7.38K and bringing the position to 46 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Fortitude Family Office first reported a position in LPLA in Q3 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Fortitude Family Office held 46 shares of LPL Financial worth $13.8K as of Q1 2026.
  • Fortitude Family Office bought 22 LPL Financial shares in Q1 2026, an estimated $7.38K.
  • LPL Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #541 holding.
  • Fortitude Family Office first reported a position in LPL Financial in Q3 2024 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.