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LPLA icon

Impact Investors’s LPL Financial LPLA Stock Holding History

Impact Investors’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 		$313K Sell
1,042
-4
-0.4% -$1.34K 0.22% 62
2025
Q4 		$373K Sell
1,046
-25
-2% -$8.84K 0.26% 64
2025
Q3 		$356K Sell
1,071
-132
-11% -$47.8K 0.23% 70
2025
Q2 		$451K Sell
1,203
-2
-0.2% -$701 0.32% 60
2025
Q1 		$394K Hold
1,205
– – 0.31% 62
2024
Q4 		$393K Buy
+1,205
New +$356K 0.31% 65

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

Impact Investors's LPLA Position: Q1 2026 in Review

Impact Investors reduced its LPL Financial (LPLA) stake by 0.38% in Q1 2026, selling an estimated $1.34K and leaving 1,042 shares worth $313K. The position accounts for 0.22% of the portfolio, ranked #62.

Impact Investors first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $451K in Q2 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Impact Investors held 1,042 shares of LPL Financial worth $313K as of Q1 2026.
  • Impact Investors sold 4 LPL Financial shares in Q1 2026, an estimated $1.34K.
  • LPL Financial made up 0.22% of Impact Investors's portfolio in Q1 2026, its #62 holding.
  • Impact Investors first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Impact Investors's LPL Financial position peaked at $451K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Impact Investors's 13F filing for Q1 2026, filed 29 Apr 2026.