LPL Financial
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LPL Financial’s Fundrise Innovation Fund VCX Stock Holding History

LPL Financial’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44M Buy
48,513
+26,315
+119% +$1.13M ﹤0.01% 4154
2026
Q2 		$1.92M Buy
+22,198
New +$3.17M ﹤0.01% 3793

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Ballast Rock Private Wealth
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Kestra Advisory Services
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Commonwealth Equity Services
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Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Savant Capital
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Simplex Trading
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LPL Financial's VCX Position: Q3 2026 in Review

LPL Financial increased its Fundrise Innovation Fund (VCX) stake by 119% in Q3 2026, buying an estimated $1.13M and bringing the position to 48,513 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #4154.

LPL Financial first reported a position in VCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.92M in Q2 2026. 33 funds tracked by Wall St. Rank hold VCX as of Q3 2026.

  • LPL Financial held 48,513 shares of Fundrise Innovation Fund worth $1.44M as of Q3 2026.
  • LPL Financial bought 26,315 Fundrise Innovation Fund shares in Q3 2026, an estimated $1.13M.
  • Fundrise Innovation Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4154 holding.
  • LPL Financial first reported a position in Fundrise Innovation Fund in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's Fundrise Innovation Fund position peaked at $1.92M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q3 2026.

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