Hohimer Wealth Management’s LPL Financial LPLA Stock Holding History

Hohimer Wealth 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	$639K	Buy	+2,123	New	+$712K	0.08%	193

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hohimer Wealth Management's LPLA Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in LPL Financial (LPLA) in Q1 2026: 2,123 shares worth $639K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings.

763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Hohimer Wealth Management held 2,123 shares of LPL Financial worth $639K as of Q1 2026.
LPL Financial was a new Hohimer Wealth Management position in Q1 2026.
LPL Financial made up 0.08% of Hohimer Wealth Management's portfolio in Q1 2026, its #193 holding.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.