Federated Hermes’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $923K | Sell |
3,067
-3
| -0.1% | -$1.01K | ﹤0.01% | 1138 |
|
|
2025
Q4 | $1.1M | Sell |
3,070
-4,608
| -60% | -$1.63M | ﹤0.01% | 1095 |
|
|
2025
Q3 | $2.55M | Sell |
7,678
-3,293
| -30% | -$1.19M | ﹤0.01% | 882 |
|
|
2025
Q2 | $4.11M | Sell |
10,971
-2,572
| -19% | -$901K | 0.01% | 772 |
|
|
2025
Q1 | $4.43M | Sell |
13,543
-44
| -0.3% | -$15.3K | 0.01% | 738 |
|
|
2024
Q4 | $4.44M | Buy |
13,587
+2
| +0% | +$591 | 0.01% | 741 |
|
|
2024
Q3 | $3.16M | Hold |
13,585
| – | – | 0.01% | 829 |
|
|
2024
Q2 | $3.79M | Buy |
13,585
+2,616
| +24% | +$710K | 0.01% | 780 |
|
|
2024
Q1 | $2.9M | Sell |
10,969
-701
| -6% | -$177K | 0.01% | 841 |
|
|
2023
Q4 | $2.66M | Buy |
11,670
+5,264
| +82% | +$1.18M | 0.01% | 876 |
|
|
2023
Q3 | $1.52M | Sell |
6,406
-210
| -3% | -$48.8K | ﹤0.01% | 994 |
|
|
2023
Q2 | $1.44M | Sell |
6,616
-28,983
| -81% | -$5.8M | ﹤0.01% | 1055 |
|
|
2023
Q1 | $7.21M | Sell |
35,599
-72,469
| -67% | -$16.6M | 0.02% | 622 |
|
|
2022
Q4 | $23.4M | Sell |
108,068
-15,528
| -13% | -$3.63M | 0.06% | 345 |
|
|
2022
Q3 | $27M | Sell |
123,596
-14,580
| -11% | -$3.1M | 0.08% | 312 |
|
|
2022
Q2 | $25.5M | Sell |
138,176
-132,361
| -49% | -$25.1M | 0.07% | 331 |
|
|
2022
Q1 | $49.4M | Sell |
270,537
-46,677
| -15% | -$8.13M | 0.11% | 228 |
|
|
2021
Q4 | $50.8M | Sell |
317,214
-5,001
| -2% | -$825K | 0.09% | 272 |
|
|
2021
Q3 | $50.5M | Sell |
322,215
-7,481
| -2% | -$1.07M | 0.1% | 263 |
|
|
2021
Q2 | $44.5M | Sell |
329,696
-23,860
| -7% | -$3.47M | 0.08% | 304 |
|
|
2021
Q1 | $50.3M | Buy |
353,556
+3,638
| +1% | +$464K | 0.1% | 270 |
|
|
2020
Q4 | $36.5M | Sell |
349,918
-3,108
| -0.9% | -$279K | 0.07% | 314 |
|
|
2020
Q3 | $27.1M | Buy |
353,026
+27,417
| +8% | +$2.18M | 0.06% | 347 |
|
|
2020
Q2 | $25.5M | Buy |
325,609
+130,480
| +67% | +$8.72M | 0.06% | 338 |
|
|
2020
Q1 | $10.6M | Buy |
195,129
+114,926
| +143% | +$9.27M | 0.03% | 459 |
|
|
2019
Q4 | $7.4M | Sell |
80,203
-139,080
| -63% | -$11.9M | 0.02% | 665 |
|
|
2019
Q3 | $18M | Sell |
219,283
-53,607
| -20% | -$4.29M | 0.04% | 397 |
|
|
2019
Q2 | $22.3M | Sell |
272,890
-15,191
| -5% | -$1.2M | 0.05% | 324 |
|
|
2019
Q1 | $20.1M | Buy |
288,081
+55,326
| +24% | +$3.99M | 0.05% | 346 |
|
|
2018
Q4 | $14.2M | Sell |
232,755
-222,904
| -49% | -$13.6M | 0.04% | 388 |
|
|
2018
Q3 | $29.4M | Buy |
455,659
+45,084
| +11% | +$2.99M | 0.07% | 271 |
|
|
2018
Q2 | $26.9M | Buy |
410,575
+216,682
| +112% | +$14.2M | 0.08% | 202 |
|
|
2018
Q1 | $11.8M | Buy |
193,893
+27,601
| +17% | +$1.71M | 0.03% | 382 |
|
|
2017
Q4 | $9.5M | Buy |
+166,292
| New | +$8.75M | 0.03% | 449 |
|
|
2016
Q3 | – | Sell |
-225,485
| Closed | -$5.08M | – | 2145 |
|
|
2016
Q2 | $5.08M | Buy |
225,485
+142,948
| +173% | +$3.59M | 0.01% | 553 |
|
|
2016
Q1 | $2.05M | Buy |
+82,537
| New | +$2.23M | 0.01% | 833 |
|
|
2015
Q2 | – | Sell |
-10
| Closed | -$1K | – | 2019 |
|
|
2015
Q1 | $1K | Sell |
10
-310
| -97% | -$13.7K | ﹤0.01% | 1969 |
|
|
2014
Q4 | $14K | Sell |
320
-16,947
| -98% | -$729K | ﹤0.01% | 1722 |
|
|
2014
Q3 | $795K | Sell |
17,267
-1,460
| -8% | -$70.4K | ﹤0.01% | 1249 |
|
|
2014
Q2 | $932K | Sell |
18,727
-33,768
| -64% | -$1.64M | ﹤0.01% | 1201 |
|
|
2014
Q1 | $2.76M | Buy |
+52,495
| New | +$2.77M | 0.01% | 842 |
|
Other funds holding LPLA
VPM
VCM
SC
Federated Hermes's LPLA Position: Q1 2026 in Review
Federated Hermes reduced its LPL Financial (LPLA) stake by 0.1% in Q1 2026, selling an estimated $1.01K and leaving 3,067 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.
Federated Hermes first reported a position in LPLA in Q1 2014 and has held it in 41 quarters since. The position peaked at $50.8M in Q4 2021. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- Federated Hermes held 3,067 shares of LPL Financial worth $923K as of Q1 2026.
- Federated Hermes sold 3 LPL Financial shares in Q1 2026, an estimated $1.01K.
- LPL Financial made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1138 holding.
- Federated Hermes first reported a position in LPL Financial in Q1 2014 and has held it in 41 quarters since.
- Federated Hermes's LPL Financial position peaked at $50.8M in Q4 2021.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.