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FourThought Financial Partners’s LPL Financial LPLA Stock Holding History

FourThought Financial 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 		– Sell
-618
Closed -$221K – 471
2025
Q4 		$221K Buy
+618
New +$219K 0.02% 426

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FourThought Financial Partners's LPLA Position: Q1 2026 in Review

FourThought Financial Partners sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 618 shares — an estimated $221K sold.

FourThought Financial Partners first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • FourThought Financial Partners reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 618 LPL Financial shares in Q1 2026, an estimated $221K.
  • FourThought Financial Partners first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • FourThought Financial Partners's LPL Financial position peaked at $221K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.