HSBC Holdings’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.2M | Sell |
43,796
-14,615
| -25% | -$4.9M | 0.01% | 853 |
|
|
2025
Q4 | $20.9M | Sell |
58,411
-41,655
| -42% | -$14.7M | 0.01% | 736 |
|
|
2025
Q3 | $33.1M | Buy |
100,066
+55,598
| +125% | +$20.2M | 0.02% | 580 |
|
|
2025
Q2 | $16.6M | Sell |
44,468
-15,669
| -26% | -$5.49M | 0.01% | 756 |
|
|
2025
Q1 | $19.7M | Sell |
60,137
-51,208
| -46% | -$17.8M | 0.01% | 716 |
|
|
2024
Q4 | $36.4M | Sell |
111,345
-46,444
| -29% | -$13.7M | 0.02% | 569 |
|
|
2024
Q3 | $36.7M | Sell |
157,789
-4,041
| -2% | -$911K | 0.02% | 559 |
|
|
2024
Q2 | $45.1M | Sell |
161,830
-132,496
| -45% | -$36M | 0.03% | 475 |
|
|
2024
Q1 | $77.8M | Sell |
294,326
-17,880
| -6% | -$4.51M | 0.05% | 343 |
|
|
2023
Q4 | $71.1M | Buy |
312,206
+151,010
| +94% | +$33.9M | 0.06% | 313 |
|
|
2023
Q3 | $38.3M | Buy |
161,196
+186
| +0.1% | +$43.2K | 0.04% | 437 |
|
|
2023
Q2 | $35M | Buy |
161,010
+93,505
| +139% | +$18.7M | 0.04% | 476 |
|
|
2023
Q1 | $13.6M | Buy |
67,505
+28,434
| +73% | +$6.5M | 0.02% | 733 |
|
|
2022
Q4 | $8.41M | Buy |
39,071
+19,114
| +96% | +$4.47M | 0.01% | 1041 |
|
|
2022
Q3 | $4.37M | Buy |
19,957
+3,179
| +19% | +$676K | 0.01% | 1232 |
|
|
2022
Q2 | $3.1M | Buy |
16,778
+5,419
| +48% | +$1.03M | ﹤0.01% | 1387 |
|
|
2022
Q1 | $2.12M | Sell |
11,359
-4,023
| -26% | -$701K | ﹤0.01% | 1577 |
|
|
2021
Q4 | $2.48M | Buy |
15,382
+6,307
| +69% | +$1.04M | ﹤0.01% | 1592 |
|
|
2021
Q3 | $1.44M | Sell |
9,075
-4,162
| -31% | -$598K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $1.79M | Buy |
13,237
+580
| +5% | +$84.3K | ﹤0.01% | 1489 |
|
|
2021
Q1 | $1.81M | Sell |
12,657
-48,315
| -79% | -$6.17M | ﹤0.01% | 1339 |
|
|
2020
Q4 | $6.38M | Buy |
60,972
+27,877
| +84% | +$2.51M | 0.01% | 927 |
|
|
2020
Q3 | $2.55M | Sell |
33,095
-32,800
| -50% | -$2.6M | ﹤0.01% | 1194 |
|
|
2020
Q2 | $5.17M | Buy |
65,895
+40,487
| +159% | +$2.71M | 0.01% | 848 |
|
|
2020
Q1 | $1.4M | Sell |
25,408
-26,217
| -51% | -$2.11M | ﹤0.01% | 1332 |
|
|
2019
Q4 | $4.78M | Buy |
51,625
+7,806
| +18% | +$670K | 0.01% | 1119 |
|
|
2019
Q3 | $3.59M | Buy |
43,819
+23,588
| +117% | +$1.89M | 0.01% | 1325 |
|
|
2019
Q2 | $1.65M | Sell |
20,231
-30,419
| -60% | -$2.41M | ﹤0.01% | 1599 |
|
|
2019
Q1 | $3.53M | Buy |
50,650
+46,429
| +1,100% | +$3.35M | 0.01% | 1257 |
|
|
2018
Q4 | $258K | Sell |
4,221
-218
| -5% | -$13.3K | ﹤0.01% | 2363 |
|
|
2018
Q3 | $286K | Buy |
4,439
+671
| +18% | +$44.5K | ﹤0.01% | 2258 |
|
|
2018
Q2 | $247K | Sell |
3,768
-2,915
| -44% | -$192K | ﹤0.01% | 2369 |
|
|
2018
Q1 | $408K | Buy |
6,683
+23
| +0.3% | +$1.43K | ﹤0.01% | 2045 |
|
|
2017
Q4 | $381K | Sell |
6,660
-780
| -10% | -$41K | ﹤0.01% | 1611 |
|
|
2017
Q3 | $384K | Hold |
7,440
| – | – | ﹤0.01% | 1832 |
|
|
2017
Q2 | $316K | Hold |
7,440
| – | – | ﹤0.01% | 1844 |
|
|
2017
Q1 | $296K | Hold |
7,440
| – | – | ﹤0.01% | 1812 |
|
|
2016
Q4 | $262K | Sell |
7,440
-2,700
| -27% | -$94.4K | ﹤0.01% | 2334 |
|
|
2016
Q3 | $303K | Sell |
10,140
-909
| -8% | -$24.6K | ﹤0.01% | 1749 |
|
|
2016
Q2 | $248K | Buy |
+11,049
| New | +$277K | ﹤0.01% | 1839 |
|
|
2016
Q1 | – | Sell |
-5,787
| Closed | -$246K | – | 2180 |
|
|
2015
Q4 | $246K | Buy |
5,787
+1
| +0% | +$43 | ﹤0.01% | 1976 |
|
|
2015
Q3 | $230K | Buy |
5,786
+941
| +19% | +$40.5K | ﹤0.01% | 1740 |
|
|
2015
Q2 | $225K | Sell |
4,845
-91
| -2% | -$3.94K | ﹤0.01% | 1765 |
|
|
2015
Q1 | $216K | Buy |
+4,936
| New | +$218K | ﹤0.01% | 1900 |
|
Other funds holding LPLA
VPM
VCM
SC
HSBC Holdings's LPLA Position: Q1 2026 in Review
HSBC Holdings reduced its LPL Financial (LPLA) stake by 25% in Q1 2026, selling an estimated $4.9M and leaving 43,796 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #853.
HSBC Holdings first reported a position in LPLA in Q1 2015 and has held it in 44 quarters since. The position peaked at $77.8M in Q1 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- HSBC Holdings held 43,796 shares of LPL Financial worth $13.2M as of Q1 2026.
- HSBC Holdings sold 14,615 LPL Financial shares in Q1 2026, an estimated $4.9M.
- LPL Financial made up 0.01% of HSBC Holdings's portfolio in Q1 2026, its #853 holding.
- HSBC Holdings first reported a position in LPL Financial in Q1 2015 and has held it in 44 quarters since.
- HSBC Holdings's LPL Financial position peaked at $77.8M in Q1 2024.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.