LPL Financial
HCI icon

LPL Financial’s HCI Group HCI Stock Holding History

LPL Financial’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
10,387
+2,295
+28% +$376K ﹤0.01% 3708
2025
Q4 		$1.55M Sell
8,092
-211
-3% -$39.7K ﹤0.01% 3627
2025
Q3 		$1.59M Buy
8,303
+467
+6% +$74K ﹤0.01% 3535
2025
Q2 		$1.19M Buy
7,836
+1,341
+21% +$206K ﹤0.01% 3592
2025
Q1 		$969K Sell
6,495
-619
-9% -$78.5K ﹤0.01% 3586
2024
Q4 		$829K Buy
7,114
+43
+0.6% +$4.9K ﹤0.01% 3657
2024
Q3 		$757K Sell
7,071
-18,450
-72% -$1.75M ﹤0.01% 3654
2024
Q2 		$2.35M Buy
25,521
+1,304
+5% +$136K ﹤0.01% 2457
2024
Q1 		$2.81M Buy
+24,217
New +$2.38M ﹤0.01% 2238

Other funds holding HCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return