EA
LPLA icon

Emerald Advisers’s LPL Financial LPLA Stock Holding History

Emerald Advisers’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 		$503K Hold
1,672
– – 0.02% 176
2025
Q4 		$597K Sell
1,672
-74
-4% -$26.2K 0.02% 161
2025
Q3 		$581K Sell
1,746
-254
-13% -$92.1K 0.02% 177
2025
Q2 		$750K Buy
2,000
+883
+79% +$309K 0.03% 154
2025
Q1 		$365K Sell
1,117
-62
-5% -$21.6K 0.02% 185
2024
Q4 		$385K Sell
1,179
-526
-31% -$156K 0.01% 190
2024
Q3 		$397K Sell
1,705
-808
-32% -$182K 0.02% 188
2024
Q2 		$702K Sell
2,513
-716
-22% -$194K 0.03% 153
2024
Q1 		$853K Sell
3,229
-53
-2% -$13.4K 0.03% 148
2023
Q4 		$747K Sell
3,282
-57
-2% -$12.8K 0.03% 162
2023
Q3 		$794K Buy
+3,339
New +$775K 0.04% 154

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
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
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Emerald Advisers's LPLA Position: Q1 2026 in Review

Emerald Advisers held its LPL Financial (LPLA) position steady in Q1 2026 at 1,672 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #176.

Emerald Advisers first reported a position in LPLA in Q3 2023 and has held it in 11 quarters since. The position peaked at $853K in Q1 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Emerald Advisers held 1,672 shares of LPL Financial worth $503K as of Q1 2026.
  • Emerald Advisers left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.02% of Emerald Advisers's portfolio in Q1 2026, its #176 holding.
  • Emerald Advisers first reported a position in LPL Financial in Q3 2023 and has held it in 11 quarters since.
  • Emerald Advisers's LPL Financial position peaked at $853K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Emerald Advisers's 13F filing for Q1 2026, filed 4 May 2026.