LPL Financial
CISO

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial's CISO Position: Q2 2026 in Review

LPL Financial reduced its CISO Global (CISO) stake by 80% in Q2 2026, selling an estimated $13.2K and leaving 10,610 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #6195.

LPL Financial first reported a position in CISO in Q2 2022 and has held it in 9 quarters since. The position peaked at $660K in Q2 2022. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2026.

  • LPL Financial held 10,610 shares of CISO Global worth $2.94K as of Q2 2026.
  • LPL Financial sold 42,400 CISO Global shares in Q2 2026, an estimated $13.2K.
  • CISO Global made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6195 holding.
  • LPL Financial first reported a position in CISO Global in Q2 2022 and has held it in 9 quarters since.
  • LPL Financial's CISO Global position peaked at $660K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held CISO Global as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.