Procyon Advisors’s LPL Financial LPLA Stock Holding History

Procyon Advisors’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	–	Sell	-596	Closed	-$213K	–	611
2025 Q4	$213K	Buy	+596	New	+$211K	0.01%	517
2025 Q2	–	Sell	-1,910	Closed	-$625K	–	553
2025 Q1	$625K	Buy	+1,910	New	+$665K	0.04%	336

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Procyon Advisors's LPLA Position: Q1 2026 in Review

Procyon Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 596 shares — an estimated $213K sold.

Procyon Advisors first reported a position in LPLA in Q1 2025 and held it in 2 quarters. The position peaked at $625K in Q1 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Procyon Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Procyon Advisors sold 596 LPL Financial shares in Q1 2026, an estimated $213K.
Procyon Advisors first reported a position in LPL Financial in Q1 2025 and held it in 2 quarters.
Procyon Advisors's LPL Financial position peaked at $625K in Q1 2025.
767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Procyon Advisors's 13F filing for Q1 2026, filed 4 May 2026.