IA
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Icon Advisers’s LPL Financial LPLA Stock Holding History

Icon 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
Q1 		$8.65M Hold
28,748
– – 2% 7
2025
Q4 		$10.3M Sell
28,748
-2,540
-8% -$898K 2.22% 3
2025
Q3 		$10.4M Hold
31,288
– – 2.28% 3
2025
Q2 		$11.7M Sell
31,288
-195
-0.6% -$68.3K 2.68% 1
2025
Q1 		$10.3M Hold
31,483
– – 2.41% 1
2024
Q4 		$10.3M Sell
31,483
-1,100
-3% -$325K 2.32% 1
2024
Q3 		$7.58M Sell
32,583
-12,699
-28% -$2.86M 1.59% 6
2024
Q2 		$12.8M Sell
45,282
-350
-0.8% -$95K 2.88% 1
2024
Q1 		$12.2M Hold
45,632
– – 2.64% 1
2023
Q4 		$10.4M Hold
45,632
– – 2.38% 1
2023
Q3 		$10.8M Hold
45,632
– – 2.68% 2
2023
Q2 		$9.92M Hold
45,632
– – 2.52% 2
2023
Q1 		$9.24M Hold
45,632
– – 2.35% 1
2022
Q4 		$9.86M Hold
45,632
– – 2.52% 3
2022
Q3 		$9.97M Sell
45,632
-1,500
-3% -$319K 2.73% 2
2022
Q2 		$8.7M Sell
47,132
-1,800
-4% -$342K 2.01% 3
2022
Q1 		$8.94M Hold
48,932
– – 1.52% 10
2021
Q4 		$7.83M Buy
48,932
+532
+1% +$87.8K 1.26% 17
2021
Q3 		$7.59M Buy
+48,400
New +$6.95M 1.29% 14

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

Icon Advisers's LPLA Position: Q1 2026 in Review

Icon Advisers held its LPL Financial (LPLA) position steady in Q1 2026 at 28,748 shares worth $8.65M. The position accounts for 2% of the portfolio, ranked #7.

Icon Advisers first reported a position in LPLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Icon Advisers held 28,748 shares of LPL Financial worth $8.65M as of Q1 2026.
  • Icon Advisers left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 2% of Icon Advisers's portfolio in Q1 2026, its #7 holding.
  • Icon Advisers first reported a position in LPL Financial in Q3 2021 and has held it in 19 quarters since.
  • Icon Advisers's LPL Financial position peaked at $12.8M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Icon Advisers's 13F filing for Q1 2026, filed 13 May 2026.