Elo Mutual Pension Insurance’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-10,190
Closed -$3.64M – 637
2025
Q4
$3.64M Buy
+10,190
New +$3.6M 0.06% 254

Other funds holding LPLA

Elo Mutual Pension Insurance's LPLA Position: Q1 2026 in Review

Elo Mutual Pension Insurance sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 10,190 shares — an estimated $3.64M sold.

Elo Mutual Pension Insurance first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $3.64M in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Elo Mutual Pension Insurance reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 10,190 LPL Financial shares in Q1 2026, an estimated $3.64M.
  • Elo Mutual Pension Insurance first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Elo Mutual Pension Insurance's LPL Financial position peaked at $3.64M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.