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Everett Harris & Co’s LPL Financial LPLA Stock Holding History

Everett Harris & Co’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
-591
Closed -$211K – 337
2025
Q4 		$211K Buy
+591
New +$209K ﹤0.01% 315
2025
Q3 		– Sell
-591
Closed -$222K – 333
2025
Q2 		$222K Buy
+591
New +$207K ﹤0.01% 311

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Everett Harris & Co's LPLA Position: Q1 2026 in Review

Everett Harris & Co sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 591 shares — an estimated $211K sold.

Everett Harris & Co first reported a position in LPLA in Q2 2025 and held it in 2 quarters. The position peaked at $222K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Everett Harris & Co reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Everett Harris & Co sold 591 LPL Financial shares in Q1 2026, an estimated $211K.
  • Everett Harris & Co first reported a position in LPL Financial in Q2 2025 and held it in 2 quarters.
  • Everett Harris & Co's LPL Financial position peaked at $222K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.