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
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

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

LPL Financial's PSQH Position: Q1 2026 in Review

LPL Financial reduced its PSQ Holdings (PSQH) stake by 57% in Q1 2026, selling an estimated $16.6K and leaving 1,068 shares worth $8.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5931.

LPL Financial first reported a position in PSQH in Q3 2023 and has held it in 11 quarters since. The position peaked at $221K in Q1 2024. 65 funds tracked by Wall St. Rank hold PSQH as of Q1 2026.

  • LPL Financial held 1,068 shares of PSQ Holdings worth $8.49K as of Q1 2026.
  • LPL Financial sold 1,400 PSQ Holdings shares in Q1 2026, an estimated $16.6K.
  • PSQ Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5931 holding.
  • LPL Financial first reported a position in PSQ Holdings in Q3 2023 and has held it in 11 quarters since.
  • LPL Financial's PSQ Holdings position peaked at $221K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held PSQ Holdings as of Q1 2026.

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