LPL Financial
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LPL Financial’s Peoples Financial Services PFIS Stock Holding History

LPL Financial’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$751K Buy
15,212
+455
+3% +$22.5K ﹤0.01% 3965
2025
Q1 		$656K Buy
14,757
+1,306
+10% +$58.1K ﹤0.01% 3868
2024
Q4 		$688K Sell
13,451
-3,459
-20% -$177K ﹤0.01% 3770
2024
Q3 		$793K Buy
+16,910
New +$793K ﹤0.01% 3556