PCS
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Personal CFO Solutions’s LPL Financial LPLA Stock Holding History

Personal CFO Solutions’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
830
+21
+3% +$6.3K 0.03% 477
2026
Q1 		$243K Buy
809
+139
+21% +$46.6K 0.03% 452
2025
Q4 		$239K Buy
670
+54
+9% +$19.1K 0.04% 445
2025
Q3 		$205K Buy
616
+23
+4% +$8.34K 0.04% 484
2025
Q2 		$222K Buy
+593
New +$208K 0.04% 435
2023
Q1 		– Sell
-1,262
Closed -$273K – 495
2022
Q4 		$273K Buy
+1,262
New +$295K 0.06% 331

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Personal CFO Solutions's LPLA Position: Q2 2026 in Review

Personal CFO Solutions increased its LPL Financial (LPLA) stake by 2.6% in Q2 2026, buying an estimated $6.3K and bringing the position to 830 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #477.

Personal CFO Solutions first reported a position in LPLA in Q4 2022 and has held it in 6 quarters since. The position peaked at $273K in Q4 2022. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Personal CFO Solutions held 830 shares of LPL Financial worth $234K as of Q2 2026.
  • Personal CFO Solutions bought 21 LPL Financial shares in Q2 2026, an estimated $6.3K.
  • LPL Financial made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #477 holding.
  • Personal CFO Solutions first reported a position in LPL Financial in Q4 2022 and has held it in 6 quarters since.
  • Personal CFO Solutions's LPL Financial position peaked at $273K in Q4 2022.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.