LPL Financial
CISO icon

LPL Financial’s CISO Global CISO Stock Holding History

LPL Financial’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,610
Closed -$2.94K – 6332
2026
Q2 		$2.94K Sell
10,610
-42,400
-80% -$13.2K ﹤0.01% 6195
2026
Q1 		$18.3K Hold
53,010
– – ﹤0.01% 5880
2025
Q4 		$25.5K Sell
53,010
-2,917
-5% -$2.39K ﹤0.01% 5790
2025
Q3 		$58.7K Buy
+55,927
New +$59K ﹤0.01% 5612
2024
Q1 		– Sell
-4,000
Closed -$6.1K – 4935
2023
Q4 		$6.1K Hold
4,000
– – ﹤0.01% 4772
2023
Q3 		$8.4K Buy
4,000
+2,000
+100% +$5.29K ﹤0.01% 4650
2023
Q2 		$5.34K Buy
2,000
+333
+20% +$1.11K ﹤0.01% 4577
2023
Q1 		$8.45K Buy
+1,667
New +$27.2K ﹤0.01% 4461
2022
Q3 		– Sell
-12,223
Closed -$660K – 4431
2022
Q2 		$660K Buy
+12,223
New +$948K ﹤0.01% 2945

Other funds holding CISO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Quadrant Private Wealth Management
Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial's CISO Position: Q3 2026 in Review

LPL Financial sold out of CISO Global (CISO) in Q3 2026, closing a stake of 10,610 shares — an estimated $2.94K sold.

LPL Financial first reported a position in CISO in Q2 2022 and held it in 9 quarters. The position peaked at $660K in Q2 2022. 19 funds tracked by Wall St. Rank hold CISO as of Q3 2026.

  • LPL Financial reported no remaining CISO Global position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 10,610 CISO Global shares in Q3 2026, an estimated $2.94K.
  • LPL Financial first reported a position in CISO Global in Q2 2022 and held it in 9 quarters.
  • LPL Financial's CISO Global position peaked at $660K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held CISO Global as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.