LPL Financial
PRCH icon

LPL Financial’s Porch Group PRCH Stock Holding History

LPL Financial’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Buy
40,981
+293
+0.7% +$2.34K ﹤0.01% 5198
2025
Q4 		$371K Sell
40,688
-6,276
-13% -$75.6K ﹤0.01% 4979
2025
Q3 		$788K Buy
46,964
+7,845
+20% +$120K ﹤0.01% 4240
2025
Q2 		$461K Sell
39,119
-4,773
-11% -$41K ﹤0.01% 4446
2025
Q1 		$320K Buy
43,892
+5,578
+15% +$30.2K ﹤0.01% 4530
2024
Q4 		$189K Hold
38,314
– – ﹤0.01% 4830
2024
Q3 		$58.8K Sell
38,314
-1,361
-3% -$2.14K ﹤0.01% 4977
2024
Q2 		$59.9K Hold
39,675
– – ﹤0.01% 4819
2024
Q1 		$171K Sell
39,675
-475
-1% -$1.42K ﹤0.01% 4543
2023
Q4 		$124K Hold
40,150
– – ﹤0.01% 4511
2023
Q3 		$32.2K Sell
40,150
-400
-1% -$420 ﹤0.01% 4568
2023
Q2 		$56K Buy
40,550
+10,827
+36% +$13.1K ﹤0.01% 4413
2023
Q1 		$42.5K Buy
29,723
+1,361
+5% +$3.23K ﹤0.01% 4326
2022
Q4 		$53.3K Buy
28,362
+1,129
+4% +$1.99K ﹤0.01% 4251
2022
Q3 		$61K Sell
27,233
-43
-0.2% -$104 ﹤0.01% 4205
2022
Q2 		$70K Buy
27,276
+136
+0.5% +$563 ﹤0.01% 4190
2022
Q1 		$188K Buy
27,140
+4,680
+21% +$43.2K ﹤0.01% 3843
2021
Q4 		$350K Buy
22,460
+1,000
+5% +$19.3K ﹤0.01% 3578
2021
Q3 		$379K Sell
21,460
-464
-2% -$8.71K ﹤0.01% 3459
2021
Q2 		$424K Buy
+21,924
New +$362K ﹤0.01% 3293

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return