LPL Financial
PCM

LPL Financial’s PCM Fund PCM Stock Holding History

LPL Financial’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Buy
309,502
+1,066
+0.3% +$6.36K ﹤0.01% 3640
2025
Q4 		$1.89M Buy
308,436
+19,364
+7% +$122K ﹤0.01% 3471
2025
Q3 		$1.94M Buy
289,072
+123,888
+75% +$794K ﹤0.01% 3347
2025
Q2 		$1.05M Buy
165,184
+142,414
+625% +$889K ﹤0.01% 3724
2025
Q1 		$147K Buy
22,770
+3,066
+16% +$20.4K ﹤0.01% 4945
2024
Q4 		$152K Buy
19,704
+36
+0.2% +$288 ﹤0.01% 4892
2024
Q3 		$157K Sell
19,668
-2,961
-13% -$22.9K ﹤0.01% 4795
2024
Q2 		$168K Buy
22,629
+4,173
+23% +$35K ﹤0.01% 4620
2024
Q1 		$153K Buy
18,456
+6,016
+48% +$49.2K ﹤0.01% 4568
2023
Q4 		$99K Sell
12,440
-6,416
-34% -$51K ﹤0.01% 4554
2023
Q3 		$168K Buy
18,856
+4,511
+31% +$42.6K ﹤0.01% 4294
2023
Q2 		$138K Sell
14,345
-297
-2% -$2.77K ﹤0.01% 4264
2023
Q1 		$123K Sell
14,642
-1,802
-11% -$16.1K ﹤0.01% 4165
2022
Q4 		$129K Buy
16,444
+10
+0.1% +$83 ﹤0.01% 4107
2022
Q3 		$131K Buy
16,434
+10
+0.1% +$96 ﹤0.01% 4054
2022
Q2 		$152K Sell
16,424
-3,089
-16% -$31K ﹤0.01% 4024
2022
Q1 		$199K Buy
19,513
+59
+0.3% +$626 ﹤0.01% 3832
2021
Q4 		$209K Buy
19,454
+104
+0.5% +$1.16K ﹤0.01% 3953
2021
Q3 		$220K Buy
19,350
+187
+1% +$2.18K ﹤0.01% 3899
2021
Q2 		$227K Buy
19,163
+1,097
+6% +$12.9K ﹤0.01% 3811
2021
Q1 		$207K Buy
18,066
+3,275
+22% +$36.8K ﹤0.01% 3747
2020
Q4 		$159K Buy
14,791
+1,196
+9% +$12.3K ﹤0.01% 3583
2020
Q3 		$138K Buy
13,595
+1,505
+12% +$14.6K ﹤0.01% 3307
2020
Q2 		$114K Buy
12,090
+640
+6% +$5.73K ﹤0.01% 3276
2020
Q1 		$91K Sell
11,450
-88,039
-88% -$936K ﹤0.01% 3011
2019
Q4 		$1.14M Buy
99,489
+15,550
+19% +$177K ﹤0.01% 1734
2019
Q3 		$933K Sell
83,939
-27,080
-24% -$303K ﹤0.01% 1799
2019
Q2 		$1.26M Sell
111,019
-1,850
-2% -$20.9K ﹤0.01% 1574
2019
Q1 		$1.26M Buy
112,869
+30,140
+36% +$324K ﹤0.01% 1496
2018
Q4 		$840K Sell
82,729
-2,950
-3% -$31K ﹤0.01% 1665
2018
Q3 		$968K Buy
85,679
+13,994
+20% +$161K ﹤0.01% 1695
2018
Q2 		$821K Buy
+71,685
New +$833K ﹤0.01% 1767
2016
Q2 		– Sell
-17,077
Closed -$168K – 2891
2016
Q1 		$168K Buy
+17,077
New +$155K ﹤0.01% 2842

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

LPL Financial's PCM Position: Q1 2026 in Review

LPL Financial increased its PCM Fund (PCM) stake by 0.35% in Q1 2026, buying an estimated $6.36K and bringing the position to 309,502 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

LPL Financial first reported a position in PCM in Q1 2016 and has held it in 33 quarters since. The position peaked at $1.94M in Q3 2025. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • LPL Financial held 309,502 shares of PCM Fund worth $1.77M as of Q1 2026.
  • LPL Financial bought 1,066 PCM Fund shares in Q1 2026, an estimated $6.36K.
  • PCM Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3640 holding.
  • LPL Financial first reported a position in PCM Fund in Q1 2016 and has held it in 33 quarters since.
  • LPL Financial's PCM Fund position peaked at $1.94M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

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