SageView Advisory Group’s LG Display LPL Stock Holding History

SageView Advisory Group’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-730	Closed	-$3.07K	–	1642
2025 Q4	$3.07K	Buy	+730	New	+$3.41K	﹤0.01%	2112

Other funds holding LPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SageView Advisory Group's LPL Position: Q1 2026 in Review

SageView Advisory Group sold out of LG Display (LPL) in Q1 2026, closing a stake of 730 shares — an estimated $3.07K sold.

SageView Advisory Group first reported a position in LPL in Q4 2025 and held it in 1 quarter. The position peaked at $3.07K in Q4 2025. 159 funds tracked by Wall St. Rank hold LPL as of Q1 2026.

SageView Advisory Group reported no remaining LG Display position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 730 LG Display shares in Q1 2026, an estimated $3.07K.
SageView Advisory Group first reported a position in LG Display in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's LG Display position peaked at $3.07K in Q4 2025.
159 funds tracked by Wall St. Rank held LG Display as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.