Larson Financial Group
LPLA icon

Larson Financial Group’s LPL Financial LPLA Stock Holding History

Larson Financial Group’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 		$582K Sell
1,903
-225
-11% -$76.5K 0.01% 534
2026
Q2 		$599K Buy
2,128
+350
+20% +$105K 0.02% 508
2026
Q1 		$535K Buy
1,778
+1,713
+2,635% +$575K 0.02% 461
2025
Q4 		$23.2K Hold
65
– – ﹤0.01% 1627
2025
Q3 		$21.6K Buy
65
+3
+5% +$1.09K ﹤0.01% 1608
2025
Q2 		$23.3K Buy
62
+30
+94% +$10.5K ﹤0.01% 1414
2025
Q1 		$10.5K Buy
32
+30
+1,500% +$10.4K ﹤0.01% 1621
2024
Q4 		$657 Hold
2
– – ﹤0.01% 2135
2024
Q3 		$468 Buy
2
+1
+100% +$225 ﹤0.01% 2139
2024
Q2 		$282 Hold
1
– – ﹤0.01% 1977
2024
Q1 		$267 Hold
1
– – ﹤0.01% 1616
2023
Q4 		$230 Hold
1
– – ﹤0.01% 1647
2023
Q3 		$239 Hold
1
– – ﹤0.01% 1625
2023
Q2 		$219 Hold
1
– – ﹤0.01% 1492
2023
Q1 		$203 Hold
1
– – ﹤0.01% 1463
2022
Q4 		$217 Hold
1
– – ﹤0.01% 1420
2022
Q3 		$0 Buy
+1
New +$213 ﹤0.01% 1355

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Larson Financial Group's LPLA Position: Q3 2026 in Review

Larson Financial Group reduced its LPL Financial (LPLA) stake by 11% in Q3 2026, selling an estimated $76.5K and leaving 1,903 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #534.

Larson Financial Group first reported a position in LPLA in Q3 2022 and has held it in 17 quarters since. The position peaked at $599K in Q2 2026. 509 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Larson Financial Group held 1,903 shares of LPL Financial worth $582K as of Q3 2026.
  • Larson Financial Group sold 225 LPL Financial shares in Q3 2026, an estimated $76.5K.
  • LPL Financial made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #534 holding.
  • Larson Financial Group first reported a position in LPL Financial in Q3 2022 and has held it in 17 quarters since.
  • Larson Financial Group's LPL Financial position peaked at $599K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.