KF
LPLA icon

Krilogy Financial’s LPL Financial LPLA Stock Holding History

Krilogy Financial’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 		$307K Buy
+931
New +$316K 0.01% 849
2026
Q1 		– Sell
-621
Closed -$223K – 1025
2025
Q4 		$223K Buy
621
+26
+4% +$9.2K 0.01% 835
2025
Q3 		$223K Buy
+595
New +$216K 0.01% 789

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Krilogy Financial's LPLA Position: Q3 2026 in Review

Krilogy Financial opened a new position in LPL Financial (LPLA) in Q3 2026: 931 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in LPLA as recently as Q4 2025.

Krilogy Financial first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Krilogy Financial held 931 shares of LPL Financial worth $307K as of Q3 2026.
  • LPL Financial was a new Krilogy Financial position in Q3 2026.
  • LPL Financial made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #849 holding.
  • Krilogy Financial first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.