LPL Financial
RSSS icon

LPL Financial’s Research Solutions RSSS Stock Holding History

LPL Financial’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Hold
146,307
– – ﹤0.01% 5120
2025
Q4 		$430K Sell
146,307
-3,000
-2% -$9.35K ﹤0.01% 4853
2025
Q3 		$557K Sell
149,307
-194,002
-57% -$595K ﹤0.01% 4527
2025
Q2 		$985K Sell
343,309
-17,250
-5% -$47.3K ﹤0.01% 3773
2025
Q1 		$937K Buy
360,559
+8,800
+3% +$30K ﹤0.01% 3611
2024
Q4 		$1.46M Sell
351,759
-11,550
-3% -$36.5K ﹤0.01% 3167
2024
Q3 		$992K Buy
+363,309
New +$978K ﹤0.01% 3420

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

LPL Financial's RSSS Position: Q1 2026 in Review

LPL Financial held its Research Solutions (RSSS) position steady in Q1 2026 at 146,307 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #5120.

LPL Financial first reported a position in RSSS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2024. 39 funds tracked by Wall St. Rank hold RSSS as of Q1 2026.

  • LPL Financial held 146,307 shares of Research Solutions worth $331K as of Q1 2026.
  • LPL Financial left its Research Solutions share count unchanged in Q1 2026.
  • Research Solutions made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5120 holding.
  • LPL Financial first reported a position in Research Solutions in Q3 2024 and has held it in 7 quarters since.
  • LPL Financial's Research Solutions position peaked at $1.46M in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Research Solutions as of Q1 2026.

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