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MONECO Advisors’s LPL Financial LPLA Stock Holding History

MONECO 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 		$466K Hold
1,547
– – 0.04% 320
2025
Q4 		$553K Buy
1,547
+3
+0.2% +$1.06K 0.04% 293
2025
Q3 		$514K Sell
1,544
-41
-3% -$14.9K 0.04% 299
2025
Q2 		$594K Sell
1,585
-266
-14% -$93.2K 0.06% 260
2025
Q1 		$605K Sell
1,851
-629
-25% -$219K 0.06% 243
2024
Q4 		$810K Buy
2,480
+113
+5% +$33.4K 0.09% 201
2024
Q3 		$551K Sell
2,367
-29
-1% -$6.54K 0.07% 243
2024
Q2 		$669K Sell
2,396
-20
-0.8% -$5.43K 0.1% 195
2024
Q1 		$638K Buy
2,416
+498
+26% +$126K 0.1% 209
2023
Q4 		$437K Buy
1,918
+14
+0.7% +$3.15K 0.08% 230
2023
Q3 		$452K Buy
1,904
+26
+1% +$6.04K 0.12% 191
2023
Q2 		$408K Buy
1,878
+51
+3% +$10.2K 0.11% 200
2023
Q1 		$370K Buy
1,827
+63
+4% +$14.4K 0.11% 211
2022
Q4 		$381K Buy
1,764
+52
+3% +$12.2K 0.14% 162
2022
Q3 		$374K Hold
1,712
– – 0.15% 154
2022
Q2 		$316K Buy
1,712
+1
+0.1% +$190 0.12% 175
2022
Q1 		$313K Hold
1,711
– – 0.12% 177
2021
Q4 		$296K Sell
1,711
-19
-1% -$3.14K 0.11% 182
2021
Q3 		$271K Buy
1,730
+6
+0.3% +$862 0.11% 195
2021
Q2 		$233K Buy
1,724
+50
+3% +$7.27K 0.11% 191
2021
Q1 		$238K Buy
+1,674
New +$214K 0.12% 181

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

MONECO Advisors's LPLA Position: Q1 2026 in Review

MONECO Advisors held its LPL Financial (LPLA) position steady in Q1 2026 at 1,547 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #320.

MONECO Advisors first reported a position in LPLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $810K in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • MONECO Advisors held 1,547 shares of LPL Financial worth $466K as of Q1 2026.
  • MONECO Advisors left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #320 holding.
  • MONECO Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 21 quarters since.
  • MONECO Advisors's LPL Financial position peaked at $810K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.