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HighPoint Advisor Group’s LPL Financial LPLA Stock Holding History

HighPoint Advisor Group’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
-3,278
Closed -$1.17M – 874
2025
Q4 		$1.17M Buy
3,278
+158
+5% +$55.9K 0.03% 430
2025
Q3 		$1.04M Buy
3,120
+658
+27% +$239K 0.05% 260
2025
Q2 		$923K Buy
2,462
+89
+4% +$31.2K 0.05% 259
2025
Q1 		$758K Buy
2,373
+226
+11% +$78.7K 0.04% 278
2024
Q4 		$778K Sell
2,147
-352
-14% -$104K 0.04% 282
2024
Q3 		$702K Buy
2,499
+104
+4% +$23.4K 0.04% 294
2024
Q2 		$531K Buy
2,395
+170
+8% +$46.1K 0.03% 335
2024
Q1 		$595K Hold
2,225
– – 0.04% 319
2023
Q4 		$584K Buy
+2,225
New +$500K 0.04% 324
2022
Q2 		$495K Buy
+2,805
New +$533K 0.05% 292
2021
Q3 		$357K Buy
2,275
+271
+14% +$38.9K 0.04% 368
2021
Q2 		$271K Hold
2,004
– – 0.03% 423
2021
Q1 		$294K Buy
+2,004
New +$256K 0.03% 376

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

HighPoint Advisor Group's LPLA Position: Q1 2026 in Review

HighPoint Advisor Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 3,278 shares — an estimated $1.17M sold.

HighPoint Advisor Group first reported a position in LPLA in Q1 2021 and held it in 13 quarters. The position peaked at $1.17M in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • HighPoint Advisor Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,278 LPL Financial shares in Q1 2026, an estimated $1.17M.
  • HighPoint Advisor Group first reported a position in LPL Financial in Q1 2021 and held it in 13 quarters.
  • HighPoint Advisor Group's LPL Financial position peaked at $1.17M in Q4 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.