LPL Financial
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LPL Financial’s XCF Global Inc SAFX Stock Holding History

LPL Financial’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$148K Buy
435,992
+83,576
+24% +$34.7K ﹤0.01% 5932
2026
Q2 		$156K Buy
+352,416
New +$160K ﹤0.01% 5830

Other funds holding SAFX

J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Entruity Wealth
Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return
Essential Investment Partners
Essential Investment Partners Englewood, Colorado $148M AUM 27.34% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

LPL Financial's SAFX Position: Q3 2026 in Review

LPL Financial increased its XCF Global Inc (SAFX) stake by 24% in Q3 2026, buying an estimated $34.7K and bringing the position to 435,992 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #5932.

LPL Financial first reported a position in SAFX in Q2 2026 and has held it in 2 quarters since. The position peaked at $156K in Q2 2026. 13 funds tracked by Wall St. Rank hold SAFX as of Q3 2026.

  • LPL Financial held 435,992 shares of XCF Global Inc worth $148K as of Q3 2026.
  • LPL Financial bought 83,576 XCF Global Inc shares in Q3 2026, an estimated $34.7K.
  • XCF Global Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5932 holding.
  • LPL Financial first reported a position in XCF Global Inc in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's XCF Global Inc position peaked at $156K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held XCF Global Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.