Donoghue Forlines’s LPL Financial LPLA Stock Holding History

Donoghue Forlines’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	$3.1M	Buy	+10,140	New	+$3.45M	0.78%	56
2025 Q2	–	Sell	-7,054	Closed	-$2.31M	–	126
2025 Q1	$2.31M	Buy	7,054 +591	+9%	+$206K	0.73%	32
2024 Q4	$2.11M	Buy	+6,463	New	+$1.91M	0.71%	16
2024 Q3	–	Sell	-5,287	Closed	-$1.48M	–	261
2024 Q2	$1.48M	Buy	+5,287	New	+$1.44M	0.42%	62
2023 Q2	–	Sell	-5,071	Closed	-$1.03M	–	265
2023 Q1	$1.03M	Sell	5,071 -599	-11%	-$137K	0.37%	81
2022 Q4	$1.23M	Buy	5,670 +2,571	+83%	+$601K	0.43%	71
2022 Q3	$677K	Sell	3,099 -495	-14%	-$105K	0.24%	65
2022 Q2	$663K	Sell	3,594 -632	-15%	-$120K	0.17%	146
2022 Q1	$772K	Sell	4,226 -7,123	-63%	-$1.24M	0.17%	198
2021 Q4	$1.82M	Buy	+11,349	New	+$1.87M	0.31%	74
2021 Q3	–	Sell	-12,251	Closed	-$1.65M	–	228
2021 Q2	$1.65M	Sell	12,251 -876	-7%	-$127K	0.31%	85
2021 Q1	$1.87M	Buy	+13,127	New	+$1.68M	0.36%	64

Other funds holding LPLA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

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

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Donoghue Forlines's LPLA Position: Q3 2026 in Review

Donoghue Forlines opened a new position in LPL Financial (LPLA) in Q3 2026: 10,140 shares worth $3.1M. The stake represents 0.78% of the portfolio and ranks #56 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in LPLA as recently as Q1 2025.

Donoghue Forlines first reported a position in LPLA in Q1 2021 and has held it in 12 quarters since. 363 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Donoghue Forlines held 10,140 shares of LPL Financial worth $3.1M as of Q3 2026.
LPL Financial was a new Donoghue Forlines position in Q3 2026.
LPL Financial made up 0.78% of Donoghue Forlines's portfolio in Q3 2026, its #56 holding.
Donoghue Forlines first reported a position in LPL Financial in Q1 2021 and has held it in 12 quarters since.
363 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.