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Farther Finance Advisors’s LPL Financial LPLA Stock Holding History

Farther Finance Advisors’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 		$733K Buy
2,533
+1,901
+301% +$638K 0.01% 1164
2025
Q4 		$226K Buy
632
+109
+21% +$38.6K ﹤0.01% 1830
2025
Q3 		$174K Buy
523
+153
+41% +$55.5K ﹤0.01% 1688
2025
Q2 		$139K Sell
370
-12
-3% -$4.2K ﹤0.01% 1585
2025
Q1 		$128K Sell
382
-50
-12% -$17.4K ﹤0.01% 1421
2024
Q4 		$141K Buy
432
+21
+5% +$6.21K 0.01% 1161
2024
Q3 		$95.6K Sell
411
-5
-1% -$1.13K ﹤0.01% 1325
2024
Q2 		$117K Buy
416
+262
+170% +$71.1K 0.01% 1066
2024
Q1 		$41K Buy
154
+38
+33% +$9.59K ﹤0.01% 1252
2023
Q4 		$26.4K Buy
116
+59
+104% +$13.3K ﹤0.01% 1247
2023
Q3 		$13.5K Buy
57
+25
+78% +$5.8K ﹤0.01% 1200
2023
Q2 		$6.96K Buy
32
+27
+540% +$5.41K ﹤0.01% 1313
2023
Q1 		$1.01K Buy
5
+3
+150% +$686 ﹤0.01% 1842
2022
Q4 		$432 Buy
+2
New +$468 ﹤0.01% 1859

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

Farther Finance Advisors's LPLA Position: Q1 2026 in Review

Farther Finance Advisors increased its LPL Financial (LPLA) stake by 301% in Q1 2026, buying an estimated $638K and bringing the position to 2,533 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #1164.

Farther Finance Advisors first reported a position in LPLA in Q4 2022 and has held it in 14 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Farther Finance Advisors held 2,533 shares of LPL Financial worth $733K as of Q1 2026.
  • Farther Finance Advisors bought 1,901 LPL Financial shares in Q1 2026, an estimated $638K.
  • LPL Financial made up 0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1164 holding.
  • Farther Finance Advisors first reported a position in LPL Financial in Q4 2022 and has held it in 14 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.