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IFG Advisory’s LPL Financial LPLA Stock Holding History

IFG Advisory’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
-811
Closed -$290K – 666
2025
Q4 		$290K Buy
811
+1
+0.1% +$354 0.01% 648
2025
Q3 		$270K Hold
810
– – 0.01% 668
2025
Q2 		$304K Sell
810
-3
-0.4% -$1.05K 0.02% 604
2025
Q1 		$266K Buy
813
+80
+11% +$27.9K 0.01% 594
2024
Q4 		$239K Buy
+733
New +$217K 0.01% 595
2024
Q3 		– Sell
-733
Closed -$205K – 525
2024
Q2 		$205K Buy
+733
New +$199K 0.01% 595

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

IFG Advisory's LPLA Position: Q1 2026 in Review

IFG Advisory sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 811 shares — an estimated $290K sold.

IFG Advisory first reported a position in LPLA in Q2 2024 and held it in 6 quarters. The position peaked at $304K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • IFG Advisory reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 811 LPL Financial shares in Q1 2026, an estimated $290K.
  • IFG Advisory first reported a position in LPL Financial in Q2 2024 and held it in 6 quarters.
  • IFG Advisory's LPL Financial position peaked at $304K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.