Matthew Hamilton Rosenberg’s LPL Financial LPLA Stock Holding History

Matthew Hamilton Rosenberg’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	$3.06K	Hold	10	–	–	﹤0.01%	734
2026 Q2	$2.82K	Hold	10	–	–	﹤0.01%	719
2026 Q1	$3.01K	Hold	10	–	–	﹤0.01%	713
2025 Q4	$3.57K	Hold	10	–	–	﹤0.01%	718
2025 Q3	$3.33K	Hold	10	–	–	﹤0.01%	730
2025 Q2	$3.75K	Hold	10	–	–	﹤0.01%	744
2025 Q1	$3.27K	Hold	10	–	–	﹤0.01%	734
2024 Q4	$3.26K	Sell	10 -2	-17%	-$591	﹤0.01%	726
2024 Q3	$2.79K	Hold	12	–	–	﹤0.01%	733
2024 Q2	$3.38K	Hold	12	–	–	﹤0.01%	686
2024 Q1	$3.2K	Hold	12	–	–	﹤0.01%	728
2023 Q4	$2.73K	Hold	12	–	–	﹤0.01%	747
2023 Q3	$2.85K	Hold	12	–	–	﹤0.01%	733
2023 Q2	$2.61K	Hold	12	–	–	﹤0.01%	741
2023 Q1	$2.43K	Hold	12	–	–	﹤0.01%	780
2022 Q4	$2.59K	Hold	12	–	–	﹤0.01%	768
2022 Q3	$3K	Buy	+12	New	+$2.55K	﹤0.01%	749

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Matthew Hamilton Rosenberg's LPLA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its LPL Financial (LPLA) position steady in Q3 2026 at 10 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Matthew Hamilton Rosenberg first reported a position in LPLA in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.75K in Q2 2025. 152 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Matthew Hamilton Rosenberg held 10 shares of LPL Financial worth $3.06K as of Q3 2026.
Matthew Hamilton Rosenberg left its LPL Financial share count unchanged in Q3 2026.
LPL Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #734 holding.
Matthew Hamilton Rosenberg first reported a position in LPL Financial in Q3 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's LPL Financial position peaked at $3.75K in Q2 2025.
152 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.