LPL Financial’s Netcapital NCPL Stock Holding History

LPL Financial’s Portfolio NCPL Stock Details NCPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.23K	Hold	10,000	–	–	﹤0.01%	5954
2025 Q4	$6.6K	Hold	10,000	–	–	﹤0.01%	5857
2025 Q3	$24K	Buy	+10,000	New	+$31.8K	﹤0.01%	5719

Other funds holding NCPL

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's NCPL Position: Q1 2026 in Review

LPL Financial held its Netcapital (NCPL) position steady in Q1 2026 at 10,000 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #5954.

LPL Financial first reported a position in NCPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $24K in Q3 2025. 11 funds tracked by Wall St. Rank hold NCPL as of Q1 2026.

LPL Financial held 10,000 shares of Netcapital worth $3.23K as of Q1 2026.
LPL Financial left its Netcapital share count unchanged in Q1 2026.
Netcapital made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5954 holding.
LPL Financial first reported a position in Netcapital in Q3 2025 and has held it in 3 quarters since.
LPL Financial's Netcapital position peaked at $24K in Q3 2025.
11 funds tracked by Wall St. Rank held Netcapital as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.