GI
LPLA icon

GAMMA Investing’s LPL Financial LPLA Stock Holding History

GAMMA Investing’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 		$263K Hold
859
– – 0.01% 1122
2026
Q2 		$242K Buy
859
+20
+2% +$6K 0.01% 1123
2026
Q1 		$252K Buy
839
+59
+8% +$19.8K 0.01% 956
2025
Q4 		$279K Buy
780
+153
+24% +$54.1K 0.01% 813
2025
Q3 		$209K Buy
627
+6
+1% +$2.17K 0.01% 952
2025
Q2 		$233K Buy
621
+145
+30% +$50.8K 0.01% 818
2025
Q1 		$156K Buy
476
+119
+33% +$41.4K 0.01% 916
2024
Q4 		$117K Buy
357
+149
+72% +$44.1K 0.01% 997
2024
Q3 		$48.4K Sell
208
-8
-4% -$1.8K ﹤0.01% 1524
2024
Q2 		$60.3K Buy
216
+78
+57% +$21.2K 0.01% 1064
2024
Q1 		$36.5K Buy
138
+13
+10% +$3.28K 0.01% 1235
2023
Q4 		$29.9K Buy
+125
New +$28.1K 0.01% 1230

Other funds holding LPLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing's LPLA Position: Q3 2026 in Review

GAMMA Investing held its LPL Financial (LPLA) position steady in Q3 2026 at 859 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1122.

GAMMA Investing first reported a position in LPLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $279K in Q4 2025. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • GAMMA Investing held 859 shares of LPL Financial worth $263K as of Q3 2026.
  • GAMMA Investing left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1122 holding.
  • GAMMA Investing first reported a position in LPL Financial in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's LPL Financial position peaked at $279K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.