Koshinski Asset Management
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Koshinski Asset Management’s LPL Financial LPLA Stock Holding History

Koshinski Asset 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
-638
Closed -$228K – 748
2025
Q4 		$228K Sell
638
-61
-9% -$21.6K 0.01% 649
2025
Q3 		$233K Buy
699
+5
+0.7% +$1.81K 0.02% 642
2025
Q2 		$260K Sell
694
-118
-15% -$41.3K 0.02% 572
2025
Q1 		$266K Buy
812
+38
+5% +$13.2K 0.02% 524
2024
Q4 		$253K Buy
+774
New +$229K 0.02% 529
2024
Q3 		– Sell
-747
Closed -$204K – 651
2024
Q2 		$204K Sell
747
-234
-24% -$63.5K 0.02% 571
2024
Q1 		$259K Buy
+981
New +$248K 0.03% 464
2022
Q4 		– Sell
-929
Closed -$203K – 625
2022
Q3 		$203K Buy
+929
New +$198K 0.02% 496
2022
Q2 		– Sell
-512
Closed -$93.5K – 1401
2022
Q1 		$93.5K Buy
512
+82
+19% +$14.3K 0.01% 855
2021
Q4 		$68.8K Buy
430
+11
+3% +$1.82K 0.01% 995
2021
Q3 		$65.7K Buy
+419
New +$60.2K 0.01% 1003

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

Koshinski Asset Management's LPLA Position: Q1 2026 in Review

Koshinski Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 638 shares — an estimated $228K sold.

Koshinski Asset Management first reported a position in LPLA in Q3 2021 and held it in 11 quarters. The position peaked at $266K in Q1 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Koshinski Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 638 LPL Financial shares in Q1 2026, an estimated $228K.
  • Koshinski Asset Management first reported a position in LPL Financial in Q3 2021 and held it in 11 quarters.
  • Koshinski Asset Management's LPL Financial position peaked at $266K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.