IFG
LPLA icon

Independent Financial Group’s LPL Financial LPLA Stock Holding History

Independent Financial Group’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
Q3 		$576K Buy
1,883
+62
+3% +$21.1K 0.01% 938
2026
Q2 		$513K Buy
1,821
+24
+1% +$7.2K 0.01% 986
2026
Q1 		$541K Buy
1,797
+1
+0.1% +$336 0.01% 898
2025
Q4 		$641K Buy
+1,796
New +$635K 0.01% 778

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Independent Financial Group's LPLA Position: Q3 2026 in Review

Independent Financial Group increased its LPL Financial (LPLA) stake by 3.4% in Q3 2026, buying an estimated $21.1K and bringing the position to 1,883 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #938.

Independent Financial Group first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $641K in Q4 2025. 34 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Independent Financial Group held 1,883 shares of LPL Financial worth $576K as of Q3 2026.
  • Independent Financial Group bought 62 LPL Financial shares in Q3 2026, an estimated $21.1K.
  • LPL Financial made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #938 holding.
  • Independent Financial Group first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Independent Financial Group's LPL Financial position peaked at $641K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.