Pacer Advisors
LPLA icon

Pacer Advisors’s LPL Financial LPLA Stock Holding History

Pacer 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 		$1K Hold
2
– – ﹤0.01% 2282
2025
Q4 		$714 Hold
2
– – ﹤0.01% 3771
2025
Q3 		$665 Hold
2
– – ﹤0.01% 3854
2025
Q2 		$750 Hold
2
– – ﹤0.01% 3321
2025
Q1 		$654 Hold
2
– – ﹤0.01% 3591
2024
Q4 		$653 Hold
2
– – ﹤0.01% 3646
2024
Q3 		$465 Buy
+2
New +$451 ﹤0.01% 2520
2017
Q4 		– Sell
-15,014
Closed -$774K – 1244
2017
Q3 		$774K Buy
15,014
+4,793
+47% +$221K 0.07% 419
2017
Q2 		$434K Buy
10,221
+1,538
+18% +$62.4K 0.04% 693
2017
Q1 		$346K Buy
+8,683
New +$341K 0.04% 702

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

Pacer Advisors's LPLA Position: Q1 2026 in Review

Pacer Advisors held its LPL Financial (LPLA) position steady in Q1 2026 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Pacer Advisors first reported a position in LPLA in Q1 2017 and has held it in 10 quarters since. The position peaked at $774K in Q3 2017. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Pacer Advisors held 2 shares of LPL Financial worth $1K as of Q1 2026.
  • Pacer Advisors left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up ﹤0.01% of Pacer Advisors's portfolio in Q1 2026, its #2282 holding.
  • Pacer Advisors first reported a position in LPL Financial in Q1 2017 and has held it in 10 quarters since.
  • Pacer Advisors's LPL Financial position peaked at $774K in Q3 2017.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.