Rehmann Capital Advisory Group’s LPL Financial LPLA Stock Holding History

Rehmann Capital Advisory Group’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	-617	Closed	-$221K	–	697
2025 Q4	$221K	Buy	617 +3	+0.5%	+$1.06K	0.01%	614
2025 Q3	$204K	Buy	614 +16	+3%	+$5.8K	0.01%	611
2025 Q2	$224K	Buy	+598	New	+$210K	0.01%	546
2019 Q3	$82.6K	Buy	1,008 +44	+5%	+$3.52K	0.01%	497
2019 Q2	$78.6K	Sell	964 -8	-0.8%	-$633	0.01%	691
2019 Q1	$67.7K	Sell	972 -69	-7%	-$4.97K	0.01%	713
2018 Q4	$63.6K	Hold	1,041	–	–	0.01%	514
2018 Q3	$67.2K	Sell	1,041 -53	-5%	-$3.51K	0.01%	703
2018 Q2	$71.7K	Sell	1,094 -3	-0.3%	-$197	0.01%	664
2018 Q1	$67K	Buy	+1,097	New	+$68K	0.01%	664

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rehmann Capital Advisory Group's LPLA Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 617 shares — an estimated $221K sold.

Rehmann Capital Advisory Group first reported a position in LPLA in Q1 2018 and held it in 10 quarters. The position peaked at $224K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Rehmann Capital Advisory Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Rehmann Capital Advisory Group sold 617 LPL Financial shares in Q1 2026, an estimated $221K.
Rehmann Capital Advisory Group first reported a position in LPL Financial in Q1 2018 and held it in 10 quarters.
Rehmann Capital Advisory Group's LPL Financial position peaked at $224K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.