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Harvest Fund Management’s LPL Financial LPLA Stock Holding History

Harvest Fund Management’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
-7
Closed -$3K – 565
2025
Q4 		$3K Buy
7
+6
+600% +$2.12K ﹤0.01% 560
2025
Q3 		$0 Hold
1
– – ﹤0.01% 682
2025
Q2 		$0 Sell
1
-2,102
-100% -$736K ﹤0.01% 700
2025
Q1 		$688K Buy
2,103
+347
+20% +$121K 0.03% 239
2024
Q4 		$573K Buy
+1,756
New +$519K 0.03% 309
2024
Q3 		– Sell
-3,203
Closed -$894K – 688
2024
Q2 		$894K Buy
3,203
+2,704
+542% +$734K 0.06% 182
2024
Q1 		$132K Buy
+499
New +$126K 0.01% 387
2023
Q4 		– Sell
-272
Closed -$65K – 672
2023
Q3 		$65K Buy
272
+239
+724% +$55.5K 0.01% 373
2023
Q2 		$7K Hold
33
– – ﹤0.01% 583
2023
Q1 		$7K Hold
33
– – ﹤0.01% 668
2022
Q4 		$7K Sell
33
-617
-95% -$144K ﹤0.01% 686
2022
Q3 		$142K Hold
650
– – 0.04% 245
2022
Q2 		$120K Hold
650
– – 0.03% 264
2022
Q1 		$118K Buy
650
+633
+3,724% +$110K 0.02% 311
2021
Q4 		$2K Sell
17
-237
-93% -$39.1K ﹤0.01% 750
2021
Q3 		$39K Hold
254
– – 0.01% 462
2021
Q2 		$35K Sell
254
-239
-48% -$34.8K ﹤0.01% 516
2021
Q1 		$70K Buy
493
+122
+33% +$15.6K 0.01% 325
2020
Q4 		$38K Buy
371
+176
+90% +$15.8K ﹤0.01% 401
2020
Q3 		$15K Buy
+195
New +$15.5K ﹤0.01% 496
2020
Q1 		– Sell
-166
Closed -$59K – 448
2019
Q4 		$59K Buy
+166
New +$14.2K 0.01% 265
2018
Q4 		– Sell
-900
Closed -$58K – 395
2018
Q3 		$58K Buy
900
+533
+145% +$35.3K 0.01% 342
2018
Q2 		$24K Buy
+367
New +$24.1K ﹤0.01% 292

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harvest Fund Management's LPLA Position: Q1 2026 in Review

Harvest Fund Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 7 shares — an estimated $3K sold.

Harvest Fund Management first reported a position in LPLA in Q2 2018 and held it in 23 quarters. The position peaked at $894K in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Harvest Fund Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 7 LPL Financial shares in Q1 2026, an estimated $3K.
  • Harvest Fund Management first reported a position in LPL Financial in Q2 2018 and held it in 23 quarters.
  • Harvest Fund Management's LPL Financial position peaked at $894K in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.