IFC & Insurance Marketing’s LPL Financial LPLA Stock Holding History

IFC & Insurance Marketing’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	-28	Closed	-$10K	–	425
2025 Q4	$10K	Buy	+28	New	+$9.9K	0.01%	400

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

IFC & Insurance Marketing's LPLA Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 28 shares — an estimated $10K sold.

IFC & Insurance Marketing first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

IFC & Insurance Marketing reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 28 LPL Financial shares in Q1 2026, an estimated $10K.
IFC & Insurance Marketing first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's LPL Financial position peaked at $10K in Q4 2025.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.