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Everence Capital Management’s LPL Financial LPLA Stock Holding History

Everence Capital Management’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 		– Sell
-3,703
Closed -$1.32M – 849
2025
Q4 		$1.32M Hold
3,703
– – 0.08% 200
2025
Q3 		$1.23M Buy
3,703
+1,063
+40% +$385K 0.07% 204
2025
Q2 		$990K Hold
2,640
– – 0.06% 230
2025
Q1 		$864K Buy
2,640
+1,030
+64% +$359K 0.06% 257
2024
Q4 		$526K Buy
+1,610
New +$476K 0.03% 349

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

Everence Capital Management's LPLA Position: Q1 2026 in Review

Everence Capital Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 3,703 shares — an estimated $1.32M sold.

Everence Capital Management first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $1.32M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Everence Capital Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 3,703 LPL Financial shares in Q1 2026, an estimated $1.32M.
  • Everence Capital Management first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
  • Everence Capital Management's LPL Financial position peaked at $1.32M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.