FFA
LPLA icon

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
Q3 		$803K Buy
2,625
+28
+1% +$9.52K 0.01% 1266
2026
Q2 		$731K Buy
2,597
+64
+3% +$19.2K 0.01% 1293
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's LPLA Position: Q3 2026 in Review

Farther Finance Advisors increased its LPL Financial (LPLA) stake by 1.1% in Q3 2026, buying an estimated $9.52K and bringing the position to 2,625 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #1266.

Farther Finance Advisors first reported a position in LPLA in Q4 2022 and has held it in 16 quarters since. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Farther Finance Advisors held 2,625 shares of LPL Financial worth $803K as of Q3 2026.
  • Farther Finance Advisors bought 28 LPL Financial shares in Q3 2026, an estimated $9.52K.
  • LPL Financial made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1266 holding.
  • Farther Finance Advisors first reported a position in LPL Financial in Q4 2022 and has held it in 16 quarters since.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.