LPL Financial
FPH icon

LPL Financial’s Five Point Holdings FPH Stock Holding History

LPL Financial’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Sell
66,467
-28,528
-30% -$143K ﹤0.01% 5325
2026
Q1 		$460K Sell
94,995
-14,000
-13% -$75.2K ﹤0.01% 4837
2025
Q4 		$609K Buy
108,995
+171
+0.2% +$1.01K ﹤0.01% 4544
2025
Q3 		$667K Sell
108,824
-3,219
-3% -$18.7K ﹤0.01% 4384
2025
Q2 		$616K Buy
112,043
+5,760
+5% +$30.8K ﹤0.01% 4202
2025
Q1 		$568K Buy
106,283
+18,487
+21% +$97.4K ﹤0.01% 4052
2024
Q4 		$332K Buy
87,796
+14,852
+20% +$58.2K ﹤0.01% 4432
2024
Q3 		$303K Buy
72,944
+16,566
+29% +$52.7K ﹤0.01% 4425
2024
Q2 		$165K Buy
56,378
+22,222
+65% +$68.6K ﹤0.01% 4624
2024
Q1 		$107K Buy
34,156
+12,594
+58% +$39.8K ﹤0.01% 4668
2023
Q4 		$66.2K Buy
+21,562
New +$56.5K ﹤0.01% 4617

Other funds holding FPH

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's FPH Position: Q2 2026 in Review

LPL Financial reduced its Five Point Holdings (FPH) stake by 30% in Q2 2026, selling an estimated $143K and leaving 66,467 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #5325.

LPL Financial first reported a position in FPH in Q4 2023 and has held it in 11 quarters since. The position peaked at $667K in Q3 2025. 29 funds tracked by Wall St. Rank hold FPH as of Q2 2026.

  • LPL Financial held 66,467 shares of Five Point Holdings worth $350K as of Q2 2026.
  • LPL Financial sold 28,528 Five Point Holdings shares in Q2 2026, an estimated $143K.
  • Five Point Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5325 holding.
  • LPL Financial first reported a position in Five Point Holdings in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Five Point Holdings position peaked at $667K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Five Point Holdings as of Q2 2026.

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