LPL Financial
LPLA icon

LPL Financial’s LPL Financial LPLA Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-800
Closed -$266K – 5988
2025
Q3 		$266K Sell
800
-800
-50% -$290K ﹤0.01% 5149
2025
Q2 		$600K Hold
1,600
– – ﹤0.01% 4225
2025
Q1 		$523K Buy
1,600
+600
+60% +$209K ﹤0.01% 4132
2024
Q4 		$327K Buy
+1,000
New +$296K ﹤0.01% 4452

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

LPL Financial's LPLA Position: Q1 2026 in Review

LPL Financial increased its LPL Financial (LPLA) stake by 5.6% in Q1 2026, buying an estimated $2.51M and bringing the position to 142,118 shares worth $42.8M. The position accounts for 0.01% of the portfolio, ranked #992.

LPL Financial first reported a position in LPLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $48.1M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • LPL Financial held 142,118 shares of LPL Financial worth $42.8M as of Q1 2026.
  • LPL Financial bought 7,479 LPL Financial shares in Q1 2026, an estimated $2.51M.
  • LPL Financial made up 0.01% of LPL Financial's portfolio in Q1 2026, its #992 holding.
  • LPL Financial first reported a position in LPL Financial in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's LPL Financial position peaked at $48.1M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.