KWM
LPLA icon

Kingsview Wealth Management’s LPL Financial LPLA Stock Holding History

Kingsview Wealth Management’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 		– Sell
-579
Closed -$207K – 1384
2025
Q4 		$207K Buy
+579
New +$205K ﹤0.01% 1162
2025
Q3 		– Sell
-583
Closed -$219K – 1254
2025
Q2 		$219K Buy
+583
New +$204K ﹤0.01% 1073
2025
Q1 		– Sell
-741
Closed -$242K – 1147
2024
Q4 		$242K Buy
+741
New +$219K ﹤0.01% 984

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kingsview Wealth Management's LPLA Position: Q1 2026 in Review

Kingsview Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 579 shares — an estimated $207K sold.

Kingsview Wealth Management first reported a position in LPLA in Q4 2024 and held it in 3 quarters. The position peaked at $242K in Q4 2024. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Kingsview Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 579 LPL Financial shares in Q1 2026, an estimated $207K.
  • Kingsview Wealth Management first reported a position in LPL Financial in Q4 2024 and held it in 3 quarters.
  • Kingsview Wealth Management's LPL Financial position peaked at $242K in Q4 2024.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.