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Advisor OS’s LPL Financial LPLA Stock Holding History

Advisor OS’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
-1,336
Closed -$477K – 609
2025
Q4 		$477K Sell
1,336
-103
-7% -$36.4K 0.04% 286
2025
Q3 		$479K Sell
1,439
-257
-15% -$93.2K 0.04% 276
2025
Q2 		$636K Sell
1,696
-82
-5% -$28.7K 0.06% 214
2025
Q1 		$582K Sell
1,778
-168
-9% -$58.5K 0.07% 209
2024
Q4 		$636K Sell
1,946
-1,527
-44% -$452K 0.07% 181
2024
Q3 		$808K Sell
3,473
-1,670
-32% -$376K 0.08% 182
2024
Q2 		$1.44M Sell
5,143
-26
-0.5% -$7.06K 0.16% 113
2024
Q1 		$1.37M Buy
5,169
+439
+9% +$111K 0.16% 118
2023
Q4 		$1.08M Sell
4,730
-252
-5% -$56.6K 0.14% 134
2023
Q3 		$1.18M Buy
4,982
+181
+4% +$42K 0.18% 105
2023
Q2 		$1.04M Buy
4,801
+111
+2% +$22.2K 0.17% 118
2023
Q1 		$949K Buy
4,690
+398
+9% +$91K 0.23% 112
2022
Q4 		$928K Sell
4,292
-1,595
-27% -$373K 0.25% 94
2022
Q3 		$1.29M Buy
5,887
+493
+9% +$105K 0.39% 54
2022
Q2 		$995K Buy
5,394
+536
+11% +$102K 0.29% 74
2022
Q1 		$888K Buy
4,858
+488
+11% +$85K 0.26% 94
2021
Q4 		$699K Buy
4,370
+442
+11% +$73K 0.14% 137
2021
Q3 		$615K Buy
3,928
+621
+19% +$89.2K 0.13% 137
2021
Q2 		$446K Buy
3,307
+1,446
+78% +$210K 0.09% 148
2021
Q1 		$264K Buy
+1,861
New +$237K 0.06% 172

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisor OS's LPLA Position: Q1 2026 in Review

Advisor OS sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,336 shares — an estimated $477K sold.

Advisor OS first reported a position in LPLA in Q1 2021 and held it in 20 quarters. The position peaked at $1.44M in Q2 2024. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Advisor OS reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 1,336 LPL Financial shares in Q1 2026, an estimated $477K.
  • Advisor OS first reported a position in LPL Financial in Q1 2021 and held it in 20 quarters.
  • Advisor OS's LPL Financial position peaked at $1.44M in Q2 2024.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.