Fort Washington Investment Advisors
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Fort Washington Investment Advisors’s LPL Financial LPLA Stock Holding History

Fort Washington Investment 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 		$107M Buy
349,606
+358
+0.1% +$122K 0.54% 39
2026
Q2 		$98.4M Buy
349,248
+1,147
+0.3% +$344K 0.49% 47
2026
Q1 		$105M Buy
348,101
+96,704
+38% +$32.4M 0.58% 39
2025
Q4 		$89.8M Buy
251,397
+28,253
+13% +$9.99M 0.48% 47
2025
Q3 		$74.2M Buy
223,144
+153,897
+222% +$55.8M 0.4% 61
2025
Q2 		$26M Buy
69,247
+3,322
+5% +$1.16M 0.15% 134
2025
Q1 		$21.6M Sell
65,925
-140
-0.2% -$48.7K 0.13% 152
2024
Q4 		$21.6M Sell
66,065
-1,401
-2% -$414K 0.13% 151
2024
Q3 		$15.7M Buy
67,466
+13,214
+24% +$2.98M 0.1% 191
2024
Q2 		$15.2M Sell
54,252
-148
-0.3% -$40.2K 0.1% 169
2024
Q1 		$14.4M Sell
54,400
-16,870
-24% -$4.26M 0.09% 184
2023
Q4 		$16.2M Sell
71,270
-29
-0% -$6.52K 0.11% 179
2023
Q3 		$16.9M Hold
71,299
– – 0.13% 145
2023
Q2 		$15.5M Sell
71,299
-15
-0% -$3K 0.11% 161
2023
Q1 		$14.4M Hold
71,314
– – 0.11% 159
2022
Q4 		$15.4M Sell
71,314
-44,659
-39% -$10.4M 0.12% 148
2022
Q3 		$25.3M Sell
115,973
-88,151
-43% -$18.7M 0.21% 113
2022
Q2 		$37.7M Hold
204,124
– – 0.29% 93
2022
Q1 		$37.3M Buy
204,124
+4,432
+2% +$772K 0.24% 106
2021
Q4 		$32M Buy
199,692
+1,941
+1% +$320K 0.19% 116
2021
Q3 		$31M Sell
197,751
-5,266
-3% -$756K 0.2% 112
2021
Q2 		$27.4M Buy
203,017
+8,904
+5% +$1.29M 0.24% 71
2021
Q1 		$27.6M Buy
+194,113
New +$24.8M 0.27% 67

Other funds holding LPLA

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Fort Washington Investment Advisors's LPLA Position: Q3 2026 in Review

Fort Washington Investment Advisors increased its LPL Financial (LPLA) stake by 0.1% in Q3 2026, buying an estimated $122K and bringing the position to 349,606 shares worth $107M. The position accounts for 0.54% of the portfolio, ranked #39.

Fort Washington Investment Advisors first reported a position in LPLA in Q1 2021 and has held it in 23 quarters since. 71 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Fort Washington Investment Advisors held 349,606 shares of LPL Financial worth $107M as of Q3 2026.
  • Fort Washington Investment Advisors bought 358 LPL Financial shares in Q3 2026, an estimated $122K.
  • LPL Financial made up 0.54% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #39 holding.
  • Fort Washington Investment Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 23 quarters since.
  • 71 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.