AlphaGrep UK
LPLA icon

AlphaGrep UK’s LPL Financial LPLA Stock Holding History

AlphaGrep UK’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 		$200K Buy
+655
New +$223K 0.06% 691

Other funds holding LPLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AlphaGrep UK's LPLA Position: Q3 2026 in Review

AlphaGrep UK opened a new position in LPL Financial (LPLA) in Q3 2026: 655 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #691 among its holdings.

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

  • AlphaGrep UK held 655 shares of LPL Financial worth $200K as of Q3 2026.
  • LPL Financial was a new AlphaGrep UK position in Q3 2026.
  • LPL Financial made up 0.06% of AlphaGrep UK's portfolio in Q3 2026, its #691 holding.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.