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Vise Technologies’s LPL Financial LPLA Stock Holding History

Vise Technologies’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 		$1.54M Hold
4,317
– – 0.03% 444
2025
Q4 		$1.54M Buy
4,317
+2,479
+135% +$877K 0.03% 445
2025
Q3 		$611K Sell
1,838
-283
-13% -$103K 0.02% 581
2025
Q2 		$795K Buy
+2,121
New +$743K 0.03% 496
2024
Q4 		$342K Buy
+1,047
New +$310K 0.03% 546

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

Vise Technologies's LPLA Position: Q1 2026 in Review

Vise Technologies held its LPL Financial (LPLA) position steady in Q1 2026 at 4,317 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #444.

Vise Technologies first reported a position in LPLA in Q4 2024 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Vise Technologies held 4,317 shares of LPL Financial worth $1.54M as of Q1 2026.
  • Vise Technologies left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #444 holding.
  • Vise Technologies first reported a position in LPL Financial in Q4 2024 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.