First Horizon Corporation’s LPL Financial LPLA Stock Holding History

First Horizon Corporation’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 Q2	$53.2K	Sell	189 -10	-5%	-$3K	﹤0.01%	676
2026 Q1	$59.9K	Sell	199 -39	-16%	-$13.1K	﹤0.01%	589
2025 Q4	$85K	Buy	238 +46	+24%	+$16.3K	﹤0.01%	547
2025 Q3	$63.9K	Buy	+192	New	+$69.6K	﹤0.01%	560
2021 Q2	$9K	Hold	72	–	–	﹤0.01%	721
2021 Q1	$10K	Sell	72 -12	-14%	-$1.53K	﹤0.01%	682
2020 Q4	$8K	Hold	84	–	–	﹤0.01%	702
2020 Q3	$6K	Buy	+84	New	+$6.67K	﹤0.01%	726

Other funds holding LPLA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

First Horizon Corporation's LPLA Position: Q2 2026 in Review

First Horizon Corporation reduced its LPL Financial (LPLA) stake by 5% in Q2 2026, selling an estimated $3K and leaving 189 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

First Horizon Corporation first reported a position in LPLA in Q3 2020 and has held it in 8 quarters since. The position peaked at $85K in Q4 2025. 277 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

First Horizon Corporation held 189 shares of LPL Financial worth $53.2K as of Q2 2026.
First Horizon Corporation sold 10 LPL Financial shares in Q2 2026, an estimated $3K.
LPL Financial made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2026, its #676 holding.
First Horizon Corporation first reported a position in LPL Financial in Q3 2020 and has held it in 8 quarters since.
First Horizon Corporation's LPL Financial position peaked at $85K in Q4 2025.
277 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.