Argent Capital Management’s LPL Financial LPLA Stock Holding History

Argent Capital 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 Q3	$4.66M	Sell	15,246 -692	-4%	-$235K	0.15%	66
2026 Q2	$4.49M	Sell	15,938 -12,917	-45%	-$3.88M	0.14%	68
2026 Q1	$8.68M	Buy	28,855 +9,728	+51%	+$3.26M	0.27%	62
2025 Q4	$6.83M	Sell	19,127 -124	-0.6%	-$43.9K	0.19%	59
2025 Q3	$6.4M	Buy	19,251 +22	+0.1%	+$7.97K	0.17%	60
2025 Q2	$7.21M	Sell	19,229 -17	-0.1%	-$5.96K	0.21%	58
2025 Q1	$6.3M	Buy	19,246 +99	+0.5%	+$34.5K	0.19%	61
2024 Q4	$6.25M	Buy	19,147 +3,682	+24%	+$1.09M	0.18%	59
2024 Q3	$3.6M	Buy	15,465 +300	+2%	+$67.6K	0.1%	70
2024 Q2	$4.24M	Buy	15,165 +11,915	+367%	+$3.23M	0.12%	65
2024 Q1	$859K	Hold	3,250	–	–	0.03%	96
2023 Q4	$740K	Hold	3,250	–	–	0.02%	103
2023 Q3	$772K	Hold	3,250	–	–	0.03%	100
2023 Q2	$707K	Sell	3,250 -1,036	-24%	-$207K	0.02%	106
2023 Q1	$867K	Sell	4,286 -373,127	-99%	-$85.3M	0.03%	104
2022 Q4	$81.6M	Sell	377,413 -15,808	-4%	-$3.7M	2.94%	11
2022 Q3	$85.9M	Sell	393,221 -195,773	-33%	-$41.6M	3.37%	6
2022 Q2	$109M	Sell	588,994 -12,512	-2%	-$2.38M	4.12%	1
2022 Q1	$110M	Sell	601,506 -6,963	-1%	-$1.21M	3.46%	6
2021 Q4	$97.4M	Sell	608,469 -1,831	-0.3%	-$302K	2.82%	10
2021 Q3	$95.7M	Sell	610,300 -5,847	-0.9%	-$840K	3.03%	9
2021 Q2	$83.2M	Sell	616,147 -9,780	-2%	-$1.42M	2.6%	11
2021 Q1	$89M	Sell	625,927 -15,994	-2%	-$2.04M	2.95%	9
2020 Q4	$66.9M	Buy	641,921 +186,650	+41%	+$16.8M	2.38%	14
2020 Q3	$34.9M	Buy	455,271 +436,245	+2,293%	+$34.6M	1.33%	26
2020 Q2	$1.49M	Buy	19,026 +3,500	+23%	+$234K	0.06%	89
2020 Q1	$845K	Buy	15,526 +521	+3%	+$42K	0.04%	139
2019 Q4	$1.38M	Buy	15,005 +465	+3%	+$39.9K	0.05%	132
2019 Q3	$1.19M	Buy	14,540 +3,046	+27%	+$244K	0.04%	135
2019 Q2	$938K	Buy	+11,494	New	+$909K	0.04%	157

Other funds holding LPLA

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Argent Capital Management's LPLA Position: Q3 2026 in Review

Argent Capital Management reduced its LPL Financial (LPLA) stake by 4.3% in Q3 2026, selling an estimated $235K and leaving 15,246 shares worth $4.66M. The position accounts for 0.15% of the portfolio, ranked #66.

Argent Capital Management first reported a position in LPLA in Q2 2019 and has held it in 30 quarters since. The position peaked at $110M in Q1 2022. 54 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Argent Capital Management held 15,246 shares of LPL Financial worth $4.66M as of Q3 2026.
Argent Capital Management sold 692 LPL Financial shares in Q3 2026, an estimated $235K.
LPL Financial made up 0.15% of Argent Capital Management's portfolio in Q3 2026, its #66 holding.
Argent Capital Management first reported a position in LPL Financial in Q2 2019 and has held it in 30 quarters since.
Argent Capital Management's LPL Financial position peaked at $110M in Q1 2022.
54 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Argent Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.