LPL Financial
PSQH icon

LPL Financial’s PSQ Holdings PSQH Stock Holding History

LPL Financial’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.45K Sell
1,067
-1
-0.1% -$9 ﹤0.01% 6183
2026
Q1 		$8.49K Sell
1,068
-1,400
-57% -$16.6K ﹤0.01% 5931
2025
Q4 		$38.1K Buy
2,468
+55
+2% +$1.36K ﹤0.01% 5733
2025
Q3 		$69.1K Buy
2,413
+27
+1% +$822 ﹤0.01% 5587
2025
Q2 		$73.4K Buy
2,386
+87
+4% +$2.66K ﹤0.01% 5315
2025
Q1 		$79K Sell
2,299
-465
-17% -$23.6K ﹤0.01% 5087
2024
Q4 		$188K Sell
2,764
-95
-3% -$4.48K ﹤0.01% 4831
2024
Q3 		$106K Buy
2,859
+121
+4% +$5.24K ﹤0.01% 4886
2024
Q2 		$155K Sell
2,738
-6
-0.2% -$353 ﹤0.01% 4640
2024
Q1 		$221K Hold
2,744
– – ﹤0.01% 4436
2023
Q4 		$216K Buy
2,744
+1,710
+165% +$154K ﹤0.01% 4335
2023
Q3 		$141K Buy
+1,034
New +$184K ﹤0.01% 4345

Other funds holding PSQH

CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's PSQH Position: Q2 2026 in Review

LPL Financial reduced its PSQ Holdings (PSQH) stake by 0.09% in Q2 2026, selling an estimated $9 and leaving 1,067 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #6183.

LPL Financial first reported a position in PSQH in Q3 2023 and has held it in 12 quarters since. The position peaked at $221K in Q1 2024. 66 funds tracked by Wall St. Rank hold PSQH as of Q2 2026.

  • LPL Financial held 1,067 shares of PSQ Holdings worth $6.45K as of Q2 2026.
  • LPL Financial sold 1 PSQ Holdings share in Q2 2026, an estimated $9.
  • PSQ Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6183 holding.
  • LPL Financial first reported a position in PSQ Holdings in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's PSQ Holdings position peaked at $221K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held PSQ Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.