Rothwell Investment Advisors, LLC’s LPL Financial LPLA Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$7.69K	Buy	+25	New	+$8.5K	﹤0.01%	822

Other funds holding LPLA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LPLA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in LPL Financial (LPLA) in Q3 2026: 25 shares worth $7.69K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

363 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Rothwell Investment Advisors, LLC held 25 shares of LPL Financial worth $7.69K as of Q3 2026.
LPL Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
LPL Financial made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #822 holding.
363 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.