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Gateway Investment Advisers’s LPL Financial LPLA Stock Holding History

Gateway Investment Advisers’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 		$3.64M Buy
11,890
+5,299
+80% +$1.8M 0.03% 236
2026
Q2 		$1.86M Buy
6,591
+4,571
+226% +$1.37M 0.02% 305
2026
Q1 		$608K Sell
2,020
-1,494
-43% -$501K 0.01% 440
2025
Q4 		$1.26M Sell
3,514
-1
-0% -$354 0.01% 347
2025
Q3 		$1.17M Hold
3,515
– – 0.01% 319
2025
Q2 		$1.32M Buy
3,515
+337
+11% +$118K 0.01% 293
2025
Q1 		$1.04M Buy
3,178
+307
+11% +$107K 0.01% 322
2024
Q4 		$937K Sell
2,871
-1,019
-26% -$301K 0.01% 328
2024
Q3 		$905K Hold
3,890
– – 0.01% 336
2024
Q2 		$1.09M Sell
3,890
-1,189
-23% -$323K 0.01% 311
2024
Q1 		$1.34M Buy
5,079
+84
+2% +$21.2K 0.02% 302
2023
Q4 		$1.14M Hold
4,995
– – 0.01% 311
2023
Q3 		$1.19M Hold
4,995
– – 0.01% 297
2023
Q2 		$1.09M Sell
4,995
-5,329
-52% -$1.07M 0.01% 309
2023
Q1 		$2.09M Sell
10,324
-8,289
-45% -$1.89M 0.03% 287
2022
Q4 		$4.02M Buy
+18,613
New +$4.35M 0.05% 238

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers's LPLA Position: Q3 2026 in Review

Gateway Investment Advisers increased its LPL Financial (LPLA) stake by 80% in Q3 2026, buying an estimated $1.8M and bringing the position to 11,890 shares worth $3.64M. The position accounts for 0.03% of the portfolio, ranked #236.

Gateway Investment Advisers first reported a position in LPLA in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.02M in Q4 2022. 40 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Gateway Investment Advisers held 11,890 shares of LPL Financial worth $3.64M as of Q3 2026.
  • Gateway Investment Advisers bought 5,299 LPL Financial shares in Q3 2026, an estimated $1.8M.
  • LPL Financial made up 0.03% of Gateway Investment Advisers's portfolio in Q3 2026, its #236 holding.
  • Gateway Investment Advisers first reported a position in LPL Financial in Q4 2022 and has held it in 16 quarters since.
  • Gateway Investment Advisers's LPL Financial position peaked at $4.02M in Q4 2022.
  • 40 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.