Covestor
LPLA icon

Covestor’s LPL Financial LPLA Stock Holding History

Covestor’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 		$66K Buy
214
+6
+3% +$2.04K 0.04% 594
2026
Q2 		$59K Buy
208
+11
+6% +$3.3K 0.03% 701
2026
Q1 		$59K Sell
197
-226
-53% -$75.8K 0.04% 601
2025
Q4 		$151K Buy
423
+80
+23% +$28.3K 0.08% 338
2025
Q3 		$114K Buy
343
+80
+30% +$29K 0.06% 504
2025
Q2 		$99K Buy
263
+103
+64% +$36.1K 0.06% 565
2025
Q1 		$53K Buy
160
+64
+67% +$22.3K 0.04% 824
2024
Q4 		$31K Sell
96
-53
-36% -$15.7K 0.02% 1023
2024
Q3 		$35K Sell
149
-32
-18% -$7.21K 0.02% 1002
2024
Q2 		$51K Sell
181
-49
-21% -$13.3K 0.03% 846
2024
Q1 		$61K Sell
230
-155
-40% -$39.1K 0.04% 804
2023
Q4 		$88K Sell
385
-32
-8% -$7.19K 0.06% 580
2023
Q3 		$99K Buy
417
+50
+14% +$11.6K 0.07% 423
2023
Q2 		$80K Sell
367
-6
-2% -$1.2K 0.06% 561
2023
Q1 		$76K Buy
373
+85
+30% +$19.4K 0.07% 528
2022
Q4 		$62K Sell
288
-38
-12% -$8.88K 0.05% 632
2022
Q3 		$71K Sell
326
-46
-12% -$9.8K 0.06% 544
2022
Q2 		$69K Sell
372
-130
-26% -$24.7K 0.05% 615
2022
Q1 		$92K Buy
502
+206
+70% +$35.9K 0.06% 559
2021
Q4 		$47K Buy
+296
New +$48.9K 0.07% 577

Other funds holding LPLA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Covestor's LPLA Position: Q3 2026 in Review

Covestor increased its LPL Financial (LPLA) stake by 2.9% in Q3 2026, buying an estimated $2.04K and bringing the position to 214 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #594.

Covestor first reported a position in LPLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $151K in Q4 2025. 398 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Covestor held 214 shares of LPL Financial worth $66K as of Q3 2026.
  • Covestor bought 6 LPL Financial shares in Q3 2026, an estimated $2.04K.
  • LPL Financial made up 0.04% of Covestor's portfolio in Q3 2026, its #594 holding.
  • Covestor first reported a position in LPL Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's LPL Financial position peaked at $151K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.