Lido Advisors
LPLA icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lido Advisors's LPLA Position: Q1 2026 in Review

Lido Advisors increased its LPL Financial (LPLA) stake by 35% in Q1 2026, buying an estimated $228K and bringing the position to 2,608 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Lido Advisors first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $932K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Lido Advisors held 2,608 shares of LPL Financial worth $785K as of Q1 2026.
  • Lido Advisors bought 679 LPL Financial shares in Q1 2026, an estimated $228K.
  • LPL Financial made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1077 holding.
  • Lido Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Lido Advisors's LPL Financial position peaked at $932K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.