Integrated Wealth Concepts’s LPL Financial LPLA Stock Holding History

Integrated Wealth Concepts’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	$649K	Buy	+2,157	New	+$724K	0.01%	1390
2025 Q4	–	Sell	-806	Closed	-$268K	–	1879
2025 Q3	$268K	Sell	806 -2,052	-72%	-$744K	﹤0.01%	1693
2025 Q2	$1.07M	Sell	2,858 -1,005	-26%	-$352K	0.01%	888
2025 Q1	$1.26M	Buy	3,863 +71	+2%	+$24.7K	0.01%	726
2024 Q4	$1.24M	Sell	3,792 -315	-8%	-$93.2K	0.01%	735
2024 Q3	$956K	Buy	4,107 +44	+1%	+$9.91K	0.01%	821
2024 Q2	$1.14M	Buy	4,063 +689	+20%	+$187K	0.02%	701
2024 Q1	$892K	Buy	3,374 +109	+3%	+$27.5K	0.01%	812
2023 Q4	$743K	Sell	3,265 -165	-5%	-$37.1K	0.01%	838
2023 Q3	$815K	Buy	3,430 +343	+11%	+$79.7K	0.01%	771
2023 Q2	$671K	Buy	+3,087	New	+$618K	0.01%	848

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Integrated Wealth Concepts's LPLA Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in LPL Financial (LPLA) in Q1 2026: 2,157 shares worth $649K. The stake represents 0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LPLA as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LPLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Integrated Wealth Concepts held 2,157 shares of LPL Financial worth $649K as of Q1 2026.
LPL Financial was a new Integrated Wealth Concepts position in Q1 2026.
LPL Financial made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1390 holding.
Integrated Wealth Concepts first reported a position in LPL Financial in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's LPL Financial position peaked at $1.26M in Q1 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.