KWB Wealth
LPLA icon

KWB Wealth’s LPL Financial LPLA Stock Holding History

KWB Wealth’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 		$8.83M Buy
28,889
+138
+0.5% +$46.9K 0.75% 44
2026
Q2 		$8.1M Buy
28,751
+127
+0.4% +$38.1K 0.69% 42
2026
Q1 		$10.2M Hold
28,624
– – 1.01% 28
2025
Q4 		$10.2M Buy
28,624
+179
+0.6% +$63.3K 0.97% 28
2025
Q3 		$10.7M Buy
28,445
+4
+0% +$1.45K 1.18% 21
2025
Q2 		$9.3M Buy
28,441
+3
+0% +$1.05K 1.13% 19
2025
Q1 		$9.29M Buy
28,438
+144
+0.5% +$50.1K 1.12% 21
2024
Q4 		$6.58M Sell
28,294
-169
-0.6% -$50K 0.82% 26
2024
Q3 		$7.95M Buy
28,463
+4
+0% +$901 1.04% 23
2024
Q2 		$7.52M Hold
28,459
– – 1.03% 22
2024
Q1 		$7.52M Buy
28,459
+5
+0% +$1.26K 1.01% 22
2023
Q4 		$6.48M Buy
28,454
+466
+2% +$105K 0.93% 22
2023
Q3 		$6.09M Hold
27,988
– – 0.98% 22
2023
Q2 		$6.09M Buy
27,988
+13
+0% +$2.6K 0.96% 22
2023
Q1 		$6.05M Buy
+27,975
New +$6.4M 1.12% 19
2022
Q4 		– Sell
-28,461
Closed -$6.22M – 117
2022
Q3 		$6.22M Buy
28,461
+263
+0.9% +$55.9K 1.24% 18
2022
Q2 		$5.2M Sell
28,198
-535
-2% -$102K 1% 22
2022
Q1 		$4.6M Hold
28,733
– – 0.77% 19
2021
Q4 		$4.6M Sell
28,733
-314
-1% -$51.8K 0.76% 19
2021
Q3 		$4.55M Buy
29,047
+1,658
+6% +$238K 0.81% 19
2021
Q2 		$3.89M Hold
27,389
– – 0.75% 22
2021
Q1 		$3.89M Buy
27,389
+197
+0.7% +$25.1K 0.74% 22
2020
Q4 		$2.83M Buy
+27,192
New +$2.44M 0.59% 25

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

KWB Wealth's LPLA Position: Q3 2026 in Review

KWB Wealth increased its LPL Financial (LPLA) stake by 0.48% in Q3 2026, buying an estimated $46.9K and bringing the position to 28,889 shares worth $8.83M. The position accounts for 0.75% of the portfolio, ranked #44.

KWB Wealth first reported a position in LPLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.7M in Q3 2025. 84 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • KWB Wealth held 28,889 shares of LPL Financial worth $8.83M as of Q3 2026.
  • KWB Wealth bought 138 LPL Financial shares in Q3 2026, an estimated $46.9K.
  • LPL Financial made up 0.75% of KWB Wealth's portfolio in Q3 2026, its #44 holding.
  • KWB Wealth first reported a position in LPL Financial in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's LPL Financial position peaked at $10.7M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.