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Integrated Advisors Network’s LPL Financial LPLA Stock Holding History

Integrated Advisors Network’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 		$214K Buy
712
+102
+17% +$34.2K 0.01% 648
2025
Q4 		$218K Buy
+610
New +$216K 0.01% 673
2024
Q3 		– Sell
-799
Closed -$223K – 730
2024
Q2 		$223K Buy
+799
New +$217K 0.01% 636

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

Integrated Advisors Network's LPLA Position: Q1 2026 in Review

Integrated Advisors Network increased its LPL Financial (LPLA) stake by 17% in Q1 2026, buying an estimated $34.2K and bringing the position to 712 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #648.

Integrated Advisors Network first reported a position in LPLA in Q2 2024 and has held it in 3 quarters since. The position peaked at $223K in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Integrated Advisors Network held 712 shares of LPL Financial worth $214K as of Q1 2026.
  • Integrated Advisors Network bought 102 LPL Financial shares in Q1 2026, an estimated $34.2K.
  • LPL Financial made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #648 holding.
  • Integrated Advisors Network first reported a position in LPL Financial in Q2 2024 and has held it in 3 quarters since.
  • Integrated Advisors Network's LPL Financial position peaked at $223K in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.