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LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

3,265 positions · $113,459,383,224 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

24 quarters · across all stocks

Holdings in BF-A

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $499,874 18,659
2025-09-30 $281,317 10,454
2025-06-30 $298,269 10,858
2025-03-31 $429,018 12,818
2024-12-31 $480,283 12,743
2024-09-30 $597,490 12,427
2024-06-30 $959,165 21,735
2024-03-31 $1,264,181 23,875
2023-12-31 $1,436,178 24,101
2023-09-30 $1,402,882 24,146
2023-06-30 $1,665,740 24,471
2023-03-31 $1,604,717 24,616
2022-12-31 $1,618,550 24,613
2022-09-30 $1,544,016 22,854
2022-06-30 $1,573,644 23,265
2022-03-31 $1,434,110 22,858
2021-12-31 $1,548,865 22,848
2021-09-30 $1,406,001 22,435
2021-06-30 $1,554,172 22,045
2021-03-31 $1,403,859 22,049
2020-12-31 $1,619,866 22,048
2020-09-30 $1,524,489 22,197
2020-06-30 $1,395,842 24,246
2020-03-31 $1,245,656 24,244