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First Capital Advisors Group’s LPL Financial LPLA Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$49.1K Buy
+226
New +$45.3K 0.03% 302
2018
Q2 		– Sell
-879
Closed -$54K – 507
2018
Q1 		$54K Buy
+879
New +$54.5K 0.03% 261

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Capital Advisors Group's LPLA Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in LPL Financial (LPLA) in Q2 2023: 226 shares worth $49.1K. The stake represents 0.03% of the portfolio and ranks #302 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in LPLA as recently as Q1 2018.

First Capital Advisors Group first reported a position in LPLA in Q1 2018 and has held it in 2 quarters since. The position peaked at $54K in Q1 2018. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • First Capital Advisors Group held 226 shares of LPL Financial worth $49.1K as of Q2 2023.
  • LPL Financial was a new First Capital Advisors Group position in Q2 2023.
  • LPL Financial made up 0.03% of First Capital Advisors Group's portfolio in Q2 2023, its #302 holding.
  • First Capital Advisors Group first reported a position in LPL Financial in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's LPL Financial position peaked at $54K in Q1 2018.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.