Indivisible Partners’s LPL Financial LPLA Stock Holding History

Indivisible Partners’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	$201K	Buy	+658	New	+$224K	0.01%	711

Other funds holding LPLA

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Indivisible Partners's LPLA Position: Q3 2026 in Review

Indivisible Partners opened a new position in LPL Financial (LPLA) in Q3 2026: 658 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings.

237 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Indivisible Partners held 658 shares of LPL Financial worth $201K as of Q3 2026.
LPL Financial was a new Indivisible Partners position in Q3 2026.
LPL Financial made up 0.01% of Indivisible Partners's portfolio in Q3 2026, its #711 holding.
237 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Indivisible Partners's 13F filing for Q3 2026, filed 26 Oct 2026.