Lido Advisors
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Lido Advisors’s LPL Financial LPLA Stock Holding History

Lido Advisors’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 		$1.11M Buy
3,636
+2,482
+215% +$844K ﹤0.01% 1028
2026
Q2 		$325K Sell
1,154
-1,454
-56% -$436K ﹤0.01% 1723
2026
Q1 		$785K Buy
2,608
+679
+35% +$228K ﹤0.01% 1077
2025
Q4 		$646K Buy
1,929
+84
+5% +$29.7K ﹤0.01% 1196
2025
Q3 		$614K Sell
1,845
-639
-26% -$232K ﹤0.01% 1154
2025
Q2 		$932K Buy
2,484
+710
+40% +$249K ﹤0.01% 872
2025
Q1 		$581K Buy
1,774
+35
+2% +$12.2K ﹤0.01% 972
2024
Q4 		$568K Buy
1,739
+219
+14% +$64.8K ﹤0.01% 971
2024
Q3 		$354K Sell
1,520
-77
-5% -$17.4K ﹤0.01% 1093
2024
Q2 		$446K Buy
1,597
+61
+4% +$16.6K ﹤0.01% 961
2024
Q1 		$406K Buy
1,536
+29
+2% +$7.32K ﹤0.01% 968
2023
Q4 		$343K Sell
1,507
-356
-19% -$80K ﹤0.01% 980
2023
Q3 		$443K Buy
1,863
+64
+4% +$14.9K ﹤0.01% 781
2023
Q2 		$391K Buy
1,799
+2
+0.1% +$400 ﹤0.01% 818
2023
Q1 		$364K Buy
1,797
+95
+6% +$21.7K ﹤0.01% 807
2022
Q4 		$368K Buy
1,702
+8
+0.5% +$1.87K ﹤0.01% 728
2022
Q3 		$370K Buy
1,694
+327
+24% +$69.5K ﹤0.01% 653
2022
Q2 		$252K Buy
+1,367
New +$260K ﹤0.01% 804

Other funds holding LPLA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors's LPLA Position: Q3 2026 in Review

Lido Advisors increased its LPL Financial (LPLA) stake by 215% in Q3 2026, buying an estimated $844K and bringing the position to 3,636 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Lido Advisors first reported a position in LPLA in Q2 2022 and has held it in 18 quarters since. 363 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Lido Advisors held 3,636 shares of LPL Financial worth $1.11M as of Q3 2026.
  • Lido Advisors bought 2,482 LPL Financial shares in Q3 2026, an estimated $844K.
  • LPL Financial made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1028 holding.
  • Lido Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 18 quarters since.
  • 363 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.