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Anchor Investment Management’s LPL Financial LPLA Stock Holding History

Anchor Investment Management’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 		$3.27M Buy
10,884
+218
+2% +$73.1K 0.27% 97
2025
Q4 		$3.81M Buy
10,666
+397
+4% +$140K 0.31% 87
2025
Q3 		$3.42M Sell
10,269
-89
-0.9% -$32.3K 0.28% 94
2025
Q2 		$3.88M Buy
10,358
+587
+6% +$206K 0.34% 77
2025
Q1 		$3.2M Buy
9,771
+74
+0.8% +$25.8K 0.3% 91
2024
Q4 		$3.17M Buy
9,697
+28
+0.3% +$8.28K 0.3% 90
2024
Q3 		$2.25M Buy
9,669
+1,304
+16% +$294K 0.21% 120
2024
Q2 		$2.34M Buy
8,365
+664
+9% +$180K 0.24% 108
2024
Q1 		$2.03M Buy
7,701
+555
+8% +$140K 0.21% 118
2023
Q4 		$1.63M Buy
7,146
+3,892
+120% +$875K 0.19% 129
2023
Q3 		$773K Buy
3,254
+420
+15% +$97.5K 0.1% 184
2023
Q2 		$616K Buy
+2,834
New +$568K 0.08% 206

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

Anchor Investment Management's LPLA Position: Q1 2026 in Review

Anchor Investment Management increased its LPL Financial (LPLA) stake by 2% in Q1 2026, buying an estimated $73.1K and bringing the position to 10,884 shares worth $3.27M. The position accounts for 0.27% of the portfolio, ranked #97.

Anchor Investment Management first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.88M in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Anchor Investment Management held 10,884 shares of LPL Financial worth $3.27M as of Q1 2026.
  • Anchor Investment Management bought 218 LPL Financial shares in Q1 2026, an estimated $73.1K.
  • LPL Financial made up 0.27% of Anchor Investment Management's portfolio in Q1 2026, its #97 holding.
  • Anchor Investment Management first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
  • Anchor Investment Management's LPL Financial position peaked at $3.88M in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.