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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Personal CFO Solutions's LPLA Position: Q1 2026 in Review

Personal CFO Solutions increased its LPL Financial (LPLA) stake by 21% in Q1 2026, buying an estimated $46.6K and bringing the position to 809 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #452.

Personal CFO Solutions first reported a position in LPLA in Q4 2022 and has held it in 5 quarters since. The position peaked at $273K in Q4 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Personal CFO Solutions held 809 shares of LPL Financial worth $243K as of Q1 2026.
  • Personal CFO Solutions bought 139 LPL Financial shares in Q1 2026, an estimated $46.6K.
  • LPL Financial made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #452 holding.
  • Personal CFO Solutions first reported a position in LPL Financial in Q4 2022 and has held it in 5 quarters since.
  • Personal CFO Solutions's LPL Financial position peaked at $273K in Q4 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.