Jefferies Financial Group’s LPL Financial LPLA Stock Holding History

Jefferies 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	$498K	Sell	1,628 -1,628	-50%	-$553K	﹤0.01%	976
2026 Q2	$917K	Buy	+3,256	New	+$977K	0.01%	1002
2025 Q4	–	Sell	-8,881	Closed	-$2.95M	–	1973
2025 Q3	$2.95M	Buy	8,881 +8,000	+908%	+$2.9M	0.01%	516
2025 Q2	$330K	Sell	881 -1,119	-56%	-$392K	﹤0.01%	1002
2025 Q1	$654K	Sell	2,000 -15,400	-89%	-$5.36M	0.01%	970
2024 Q4	$5.68M	Buy	17,400 +10,266	+144%	+$3.04M	0.03%	330
2024 Q3	$1.66M	Buy	7,134 +3,392	+91%	+$764K	0.01%	647
2024 Q2	$1.05M	Buy	+3,742	New	+$1.02M	0.01%	733
2023 Q4	–	Sell	-455	Closed	-$108K	–	1869
2023 Q3	$108K	Sell	455 -2,645	-85%	-$614K	﹤0.01%	1445
2023 Q2	$674K	Sell	3,100 -1,075	-26%	-$215K	0.01%	1070
2023 Q1	$845K	Sell	4,175 -1,110	-21%	-$254K	0.01%	950
2022 Q4	$1.14M	Buy	+5,285	New	+$1.24M	0.01%	826

Other funds holding LPLA

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

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

Jefferies Financial Group reduced its LPL Financial (LPLA) stake by 50% in Q3 2026, selling an estimated $553K and leaving 1,628 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Jefferies Financial Group first reported a position in LPLA in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.68M in Q4 2024. 591 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Jefferies Financial Group held 1,628 shares of LPL Financial worth $498K as of Q3 2026.
Jefferies Financial Group sold 1,628 LPL Financial shares in Q3 2026, an estimated $553K.
LPL Financial made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #976 holding.
Jefferies Financial Group first reported a position in LPL Financial in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's LPL Financial position peaked at $5.68M in Q4 2024.
591 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.