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Compton Financial Group’s LPL Financial LPLA Stock Holding History

Compton Financial Group’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 		$501K Hold
1,666
– – 0.11% 42
2025
Q4 		$595K Sell
1,666
-65
-4% -$23K 0.13% 24
2025
Q3 		$576K Buy
+1,731
New +$627K 0.14% 26

Other funds holding LPLA

BlackRock
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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

Compton Financial Group's LPLA Position: Q1 2026 in Review

Compton Financial Group held its LPL Financial (LPLA) position steady in Q1 2026 at 1,666 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #42.

Compton Financial Group first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $595K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Compton Financial Group held 1,666 shares of LPL Financial worth $501K as of Q1 2026.
  • Compton Financial Group left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.11% of Compton Financial Group's portfolio in Q1 2026, its #42 holding.
  • Compton Financial Group first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • Compton Financial Group's LPL Financial position peaked at $595K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.