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Flagship Harbor Advisors’s LPL Financial LPLA Stock Holding History

Flagship Harbor 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 		– Sell
-513
Closed -$183K – 1561
2025
Q4 		$183K Buy
+513
New +$181K 0.01% 684
2025
Q3 		– Sell
-570
Closed -$214K – 820
2025
Q2 		$214K Buy
+570
New +$200K 0.01% 717
2020
Q4 		– Sell
-220
Closed -$16K – 1207
2020
Q3 		$16K Sell
220
-150
-41% -$11.9K ﹤0.01% 1210
2020
Q2 		$29K Hold
370
– – ﹤0.01% 1020
2020
Q1 		$20K Buy
370
+45
+14% +$3.63K ﹤0.01% 1028
2019
Q4 		$30K Buy
325
+105
+48% +$9.01K 0.01% 974
2019
Q3 		$18K Hold
220
– – ﹤0.01% 1128
2019
Q2 		$17K Sell
220
-60
-21% -$4.75K ﹤0.01% 1135
2019
Q1 		$19K Buy
280
+60
+27% +$4.32K ﹤0.01% 1098
2018
Q4 		$13K Hold
220
– – ﹤0.01% 1153
2018
Q3 		$14K Sell
220
-200
-48% -$13.3K ﹤0.01% 1267
2018
Q2 		$27K Buy
+420
New +$27.6K 0.01% 1004

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flagship Harbor Advisors's LPLA Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 513 shares — an estimated $183K sold.

Flagship Harbor Advisors first reported a position in LPLA in Q2 2018 and held it in 12 quarters. The position peaked at $214K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 513 LPL Financial shares in Q1 2026, an estimated $183K.
  • Flagship Harbor Advisors first reported a position in LPL Financial in Q2 2018 and held it in 12 quarters.
  • Flagship Harbor Advisors's LPL Financial position peaked at $214K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.