Crawford Investment Counsel’s LPL Financial LPLA Stock Holding History

Crawford Investment Counsel’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	$1.54M	Buy	5,130 +260	+5%	+$87.2K	0.03%	194
2025 Q4	$1.74M	Buy	4,870 +982	+25%	+$347K	0.03%	194
2025 Q3	$1.29M	Buy	3,888 +39	+1%	+$14.1K	0.02%	204
2025 Q2	$1.44M	Sell	3,849 -1,102	-22%	-$386K	0.03%	195
2025 Q1	$1.62M	Buy	4,951 +340	+7%	+$118K	0.03%	190
2024 Q4	$1.51M	Buy	4,611 +123	+3%	+$36.4K	0.03%	193
2024 Q3	$1.04M	Buy	4,488 +348	+8%	+$78.4K	0.02%	206
2024 Q2	$1.16M	Buy	4,140 +300	+8%	+$81.4K	0.02%	190
2024 Q1	$1.01M	Sell	3,840 -140	-4%	-$35.3K	0.02%	190
2023 Q4	$906K	Buy	3,980 +1,050	+36%	+$236K	0.02%	193
2023 Q3	$696K	Buy	+2,930	New	+$680K	0.02%	206

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

Crawford Investment Counsel's LPLA Position: Q1 2026 in Review

Crawford Investment Counsel increased its LPL Financial (LPLA) stake by 5.3% in Q1 2026, buying an estimated $87.2K and bringing the position to 5,130 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #194.

Crawford Investment Counsel first reported a position in LPLA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Crawford Investment Counsel held 5,130 shares of LPL Financial worth $1.54M as of Q1 2026.
Crawford Investment Counsel bought 260 LPL Financial shares in Q1 2026, an estimated $87.2K.
LPL Financial made up 0.03% of Crawford Investment Counsel's portfolio in Q1 2026, its #194 holding.
Crawford Investment Counsel first reported a position in LPL Financial in Q3 2023 and has held it in 11 quarters since.
Crawford Investment Counsel's LPL Financial position peaked at $1.74M in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.