Elevation Wealth Partners
LPLA icon

Elevation Wealth Partners’s LPL Financial LPLA Stock Holding History

Elevation Wealth Partners’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 		$4.28K Buy
+14
New +$4.76K ﹤0.01% 1128
2025
Q1 		– Sell
-5
Closed -$1.64K – 507
2024
Q4 		$1.64K Hold
5
– – ﹤0.01% 442
2024
Q3 		$1.16K Hold
5
– – ﹤0.01% 431
2024
Q2 		$1.4K Hold
5
– – ﹤0.01% 461
2024
Q1 		$1.32K Buy
+5
New +$1.26K ﹤0.01% 428

Other funds holding LPLA

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Elevation Wealth Partners's LPLA Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in LPL Financial (LPLA) in Q3 2026: 14 shares worth $4.28K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in LPLA as recently as Q4 2024.

Elevation Wealth Partners first reported a position in LPLA in Q1 2024 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Elevation Wealth Partners held 14 shares of LPL Financial worth $4.28K as of Q3 2026.
  • LPL Financial was a new Elevation Wealth Partners position in Q3 2026.
  • LPL Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1128 holding.
  • Elevation Wealth Partners first reported a position in LPL Financial in Q1 2024 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.