Concorde Asset Management’s LPL Financial LPLA Stock Holding History

Concorde Asset 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 Q1	$341K	Sell	1,134 -1,169	-51%	-$392K	0.17%	119
2025 Q4	$823K	Buy	2,303 +23	+1%	+$8.13K	0.33%	60
2025 Q3	$712K	Buy	+2,280	New	+$826K	0.3%	70
2025 Q1	$583K	Sell	1,830 -156	-8%	-$54.3K	0.31%	49
2024 Q4	$648K	Sell	1,986 -181	-8%	-$53.5K	0.34%	52
2024 Q3	$504K	Sell	2,167 -33	-2%	-$7.44K	0.28%	62
2024 Q2	$614K	Hold	2,200	–	–	0.38%	44
2024 Q1	$581K	Sell	2,200 -451	-17%	-$114K	0.4%	44
2023 Q4	$603K	Sell	2,651 -33	-1%	-$7.42K	0.41%	41
2023 Q3	$638K	Buy	2,684 +11	+0.4%	+$2.55K	0.57%	36
2023 Q2	$581K	Buy	+2,673	New	+$535K	0.54%	34

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 $95.5B AUM 28.4% 1-Year Est. Return

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 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 $187B AUM 18.48% 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

Concorde Asset Management's LPLA Position: Q1 2026 in Review

Concorde Asset Management reduced its LPL Financial (LPLA) stake by 51% in Q1 2026, selling an estimated $392K and leaving 1,134 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #119.

Concorde Asset Management first reported a position in LPLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $823K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Concorde Asset Management held 1,134 shares of LPL Financial worth $341K as of Q1 2026.
Concorde Asset Management sold 1,169 LPL Financial shares in Q1 2026, an estimated $392K.
LPL Financial made up 0.17% of Concorde Asset Management's portfolio in Q1 2026, its #119 holding.
Concorde Asset Management first reported a position in LPL Financial in Q2 2023 and has held it in 11 quarters since.
Concorde Asset Management's LPL Financial position peaked at $823K in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.