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Prossimo Advisors’s LPL Financial LPLA Stock Holding History

Prossimo 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 		$391K Hold
1,300
– – 2.38% 14
2025
Q4 		$464K Buy
+1,300
New +$460K 2.99% 13
2025
Q2 		– Sell
-3,785
Closed -$1.24M – 136
2025
Q1 		$1.24M Hold
3,785
– – 0.93% 22
2024
Q4 		$1.24M Buy
3,785
+1,550
+69% +$458K 0.89% 25
2024
Q3 		$520K Hold
2,235
– – 0.38% 84
2024
Q2 		$624K Hold
2,235
– – 0.56% 60
2024
Q1 		$590K Hold
2,235
– – 1.14% 22
2023
Q4 		$509K Buy
+2,235
New +$502K 1.08% 33
2023
Q1 		– Sell
-3,600
Closed -$778K – 57
2022
Q4 		$778K Buy
+3,600
New +$842K 1.8% 17

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

Prossimo Advisors's LPLA Position: Q1 2026 in Review

Prossimo Advisors held its LPL Financial (LPLA) position steady in Q1 2026 at 1,300 shares worth $391K. The position accounts for 2.38% of the portfolio, ranked #14.

Prossimo Advisors first reported a position in LPLA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Prossimo Advisors held 1,300 shares of LPL Financial worth $391K as of Q1 2026.
  • Prossimo Advisors left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 2.38% of Prossimo Advisors's portfolio in Q1 2026, its #14 holding.
  • Prossimo Advisors first reported a position in LPL Financial in Q4 2022 and has held it in 9 quarters since.
  • Prossimo Advisors's LPL Financial position peaked at $1.24M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Prossimo Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.