Cheviot Value Management’s LPL Financial LPLA Stock Holding History

Cheviot Value 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	$10.7K	Buy	+35	New	+$11.9K	﹤0.01%	321

Other funds holding LPLA

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Cheviot Value Management's LPLA Position: Q3 2026 in Review

Cheviot Value Management opened a new position in LPL Financial (LPLA) in Q3 2026: 35 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

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

Cheviot Value Management held 35 shares of LPL Financial worth $10.7K as of Q3 2026.
LPL Financial was a new Cheviot Value Management position in Q3 2026.
LPL Financial made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #321 holding.
443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.