Insigneo Advisory Services’s LPL Financial LPLA Stock Holding History

Insigneo Advisory Services’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	-1,020	Closed	-$364K	–	797
2025 Q4	$364K	Sell	1,020 -34	-3%	-$12K	0.03%	451
2025 Q3	$350K	Sell	1,054 -177	-14%	-$64.2K	0.02%	467
2025 Q2	$461K	Buy	1,231 +38	+3%	+$13.3K	0.04%	360
2025 Q1	$390K	Buy	+1,193	New	+$415K	0.04%	359

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

Insigneo Advisory Services's LPLA Position: Q1 2026 in Review

Insigneo Advisory Services sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,020 shares — an estimated $364K sold.

Insigneo Advisory Services first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $461K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Insigneo Advisory Services reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 1,020 LPL Financial shares in Q1 2026, an estimated $364K.
Insigneo Advisory Services first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
Insigneo Advisory Services's LPL Financial position peaked at $461K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.