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Beacon Pointe Advisors’s LPL Financial LPLA Stock Holding History

Beacon Pointe Advisors’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 		$1.13M Buy
3,768
+1,165
+45% +$391K 0.01% 947
2025
Q4 		$930K Buy
2,603
+131
+5% +$46.3K 0.01% 860
2025
Q3 		$822K Buy
2,472
+1,021
+70% +$370K 0.01% 839
2025
Q2 		$544K Buy
1,451
+1
+0.1% +$350 0.01% 862
2025
Q1 		$474K Buy
1,450
+1
+0.1% +$348 0.01% 863
2024
Q4 		$473K Buy
1,449
+300
+26% +$88.7K 0.01% 850
2024
Q3 		$267K Sell
1,149
-71
-6% -$16K ﹤0.01% 1066
2024
Q2 		$341K Sell
1,220
-280
-19% -$76K ﹤0.01% 1014
2024
Q1 		$396K Buy
1,500
+347
+30% +$87.6K ﹤0.01% 1002
2023
Q4 		$263K Buy
1,153
+24
+2% +$5.39K ﹤0.01% 1117
2023
Q3 		$268K Buy
+1,129
New +$262K ﹤0.01% 1117
2023
Q2 		– Sell
-1,060
Closed -$215K – 1148
2023
Q1 		$215K Buy
+1,060
New +$242K ﹤0.01% 1041

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Pointe Advisors's LPLA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its LPL Financial (LPLA) stake by 45% in Q1 2026, buying an estimated $391K and bringing the position to 3,768 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #947.

Beacon Pointe Advisors first reported a position in LPLA in Q1 2023 and has held it in 12 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Beacon Pointe Advisors held 3,768 shares of LPL Financial worth $1.13M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,165 LPL Financial shares in Q1 2026, an estimated $391K.
  • LPL Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #947 holding.
  • Beacon Pointe Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 12 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.