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Kestra Advisory Services’s LPL Financial LPLA Stock Holding History

Kestra Advisory Services’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 		$751K Sell
2,498
-1,352
-35% -$454K ﹤0.01% 1930
2025
Q4 		$1.38M Sell
3,850
-237
-6% -$83.8K 0.01% 1451
2025
Q3 		$1.36M Sell
4,087
-434
-10% -$157K 0.01% 1388
2025
Q2 		$1.7M Buy
4,521
+520
+13% +$182K 0.01% 1168
2025
Q1 		$1.31M Sell
4,001
-1,069
-21% -$372K 0.01% 1226
2024
Q4 		$1.66M Sell
5,070
-944
-16% -$279K 0.01% 1105
2024
Q3 		$1.4M Sell
6,014
-523
-8% -$118K 0.01% 1144
2024
Q2 		$1.83M Buy
6,537
+174
+3% +$47.2K 0.01% 1006
2024
Q1 		$1.68M Buy
6,363
+769
+14% +$194K 0.01% 961
2023
Q4 		$1.27M Buy
5,594
+463
+9% +$104K 0.01% 999
2023
Q3 		$1.22M Sell
5,131
-1,198
-19% -$278K 0.01% 905
2023
Q2 		$1.38M Buy
6,329
+580
+10% +$116K 0.01% 836
2023
Q1 		$1.16M Sell
5,749
-2,819
-33% -$644K 0.01% 869
2022
Q4 		$1.85M Buy
8,568
+2,154
+34% +$504K 0.02% 781
2022
Q3 		$1.4M Buy
6,414
+164
+3% +$34.9K 0.02% 816
2022
Q2 		$1.15M Buy
6,250
+1,477
+31% +$281K 0.01% 907
2022
Q1 		$872K Sell
4,773
-120
-2% -$20.9K 0.01% 1023
2021
Q4 		$783K Buy
4,893
+470
+11% +$77.6K 0.01% 1081
2021
Q3 		$693K Buy
4,423
+1,142
+35% +$164K 0.01% 1209
2021
Q2 		$443K Buy
3,281
+753
+30% +$110K 0.01% 1343
2021
Q1 		$359K Buy
+2,528
New +$323K ﹤0.01% 1360

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

Kestra Advisory Services's LPLA Position: Q1 2026 in Review

Kestra Advisory Services reduced its LPL Financial (LPLA) stake by 35% in Q1 2026, selling an estimated $454K and leaving 2,498 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Kestra Advisory Services first reported a position in LPLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.85M in Q4 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Kestra Advisory Services held 2,498 shares of LPL Financial worth $751K as of Q1 2026.
  • Kestra Advisory Services sold 1,352 LPL Financial shares in Q1 2026, an estimated $454K.
  • LPL Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1930 holding.
  • Kestra Advisory Services first reported a position in LPL Financial in Q1 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's LPL Financial position peaked at $1.85M in Q4 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.