Apollon Financial’s LPL Financial LPLA Stock Holding History

Apollon Financial’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	-567	Closed	-$202K	–	268
2025 Q4	$202K	Buy	+567	New	+$201K	0.03%	251

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Apollon Financial's LPLA Position: Q1 2026 in Review

Apollon Financial sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 567 shares — an estimated $202K sold.

Apollon Financial first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Apollon Financial reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Apollon Financial sold 567 LPL Financial shares in Q1 2026, an estimated $202K.
Apollon Financial first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
Apollon Financial's LPL Financial position peaked at $202K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.