London Company of Virginia’s LPL Financial LPLA Stock Holding History

London Company of Virginia’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	$683K	Hold	2,270	–	–	﹤0.01%	142
2025 Q4	$811K	Hold	2,270	–	–	﹤0.01%	148
2025 Q3	$755K	Hold	2,270	–	–	﹤0.01%	148
2025 Q2	$851K	Hold	2,270	–	–	﹤0.01%	147
2025 Q1	$743K	Hold	2,270	–	–	﹤0.01%	149
2024 Q4	$741K	Hold	2,270	–	–	﹤0.01%	147
2024 Q3	$528K	Hold	2,270	–	–	﹤0.01%	151
2024 Q2	$634K	Hold	2,270	–	–	﹤0.01%	148
2024 Q1	$600K	Hold	2,270	–	–	﹤0.01%	147
2023 Q4	$517K	Hold	2,270	–	–	﹤0.01%	147
2023 Q3	$539K	Hold	2,270	–	–	﹤0.01%	144
2023 Q2	$494K	Hold	2,270	–	–	﹤0.01%	144
2023 Q1	$459K	Hold	2,270	–	–	﹤0.01%	144
2022 Q4	$491K	Hold	2,270	–	–	﹤0.01%	143
2022 Q3	$496K	Sell	2,270 -44	-2%	-$9.36K	﹤0.01%	144
2022 Q2	$427K	Buy	2,314 +44	+2%	+$8.36K	﹤0.01%	151
2022 Q1	$415K	Hold	2,270	–	–	﹤0.01%	152
2021 Q4	$363K	Hold	2,270	–	–	﹤0.01%	153
2021 Q3	$356K	Hold	2,270	–	–	﹤0.01%	149
2021 Q2	$306K	Hold	2,270	–	–	﹤0.01%	147
2021 Q1	$323K	Hold	2,270	–	–	﹤0.01%	142
2020 Q4	$237K	Buy	+2,270	New	+$204K	﹤0.01%	142
2020 Q1	–	Sell	-2,270	Closed	-$209K	–	165
2019 Q4	$209K	Buy	+2,270	New	+$195K	﹤0.01%	146
2019 Q1	–	Sell	-3,850	Closed	-$235K	–	143
2018 Q4	$235K	Hold	3,850	–	–	﹤0.01%	139
2018 Q3	$248K	Hold	3,850	–	–	﹤0.01%	133
2018 Q2	$252K	Hold	3,850	–	–	﹤0.01%	132
2018 Q1	$235K	Hold	3,850	–	–	﹤0.01%	131
2017 Q4	$220K	Buy	+3,850	New	+$203K	﹤0.01%	130

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

London Company of Virginia's LPLA Position: Q1 2026 in Review

London Company of Virginia held its LPL Financial (LPLA) position steady in Q1 2026 at 2,270 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

London Company of Virginia first reported a position in LPLA in Q4 2017 and has held it in 28 quarters since. The position peaked at $851K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

London Company of Virginia held 2,270 shares of LPL Financial worth $683K as of Q1 2026.
London Company of Virginia left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up ﹤0.01% of London Company of Virginia's portfolio in Q1 2026, its #142 holding.
London Company of Virginia first reported a position in LPL Financial in Q4 2017 and has held it in 28 quarters since.
London Company of Virginia's LPL Financial position peaked at $851K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.