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Marks Group Wealth Management’s LPL Financial LPLA Stock Holding History

Marks Group Wealth Management’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 		$325K Buy
1,082
+289
+36% +$97K 0.03% 287
2025
Q4 		$283K Buy
793
+56
+8% +$19.8K 0.03% 295
2025
Q3 		$245K Buy
737
+86
+13% +$31.2K 0.02% 275
2025
Q2 		$244K Buy
+651
New +$228K 0.02% 272

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

Marks Group Wealth Management's LPLA Position: Q1 2026 in Review

Marks Group Wealth Management increased its LPL Financial (LPLA) stake by 36% in Q1 2026, buying an estimated $97K and bringing the position to 1,082 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #287.

Marks Group Wealth Management first reported a position in LPLA in Q2 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Marks Group Wealth Management held 1,082 shares of LPL Financial worth $325K as of Q1 2026.
  • Marks Group Wealth Management bought 289 LPL Financial shares in Q1 2026, an estimated $97K.
  • LPL Financial made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #287 holding.
  • Marks Group Wealth Management first reported a position in LPL Financial in Q2 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.