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Empowered Funds’s LPL Financial LPLA Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-15,017
Closed -$3.25M – 624
2022
Q4 		$3.25M Buy
+15,017
New +$3.51M 0.21% 141

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

Empowered Funds's LPLA Position: Q1 2026 in Review

Empowered Funds increased its LPL Financial (LPLA) stake by 33% in Q1 2026, buying an estimated $2.01M and bringing the position to 24,339 shares worth $7.32M. The position accounts for 0.05% of the portfolio, ranked #498.

Empowered Funds first reported a position in LPLA in Q3 2022 and has held it in 11 quarters since. The position peaked at $12.8M in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Empowered Funds held 24,339 shares of LPL Financial worth $7.32M as of Q1 2026.
  • Empowered Funds bought 5,985 LPL Financial shares in Q1 2026, an estimated $2.01M.
  • LPL Financial made up 0.05% of Empowered Funds's portfolio in Q1 2026, its #498 holding.
  • Empowered Funds first reported a position in LPL Financial in Q3 2022 and has held it in 11 quarters since.
  • Empowered Funds's LPL Financial position peaked at $12.8M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.