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Parallel Advisors’s LPL Financial LPLA Stock Holding History

Parallel 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 		$816K Buy
2,711
+183
+7% +$61.4K 0.01% 549
2025
Q4 		$903K Buy
2,528
+51
+2% +$18K 0.02% 480
2025
Q3 		$824K Sell
2,477
-37
-1% -$13.4K 0.02% 501
2025
Q2 		$943K Sell
2,514
-20
-0.8% -$7.01K 0.02% 434
2025
Q1 		$829K Buy
2,534
+55
+2% +$19.2K 0.02% 437
2024
Q4 		$809K Buy
2,479
+54
+2% +$16K 0.02% 449
2024
Q3 		$564K Sell
2,425
-9
-0.4% -$2.03K 0.01% 534
2024
Q2 		$680K Buy
2,434
+18
+0.7% +$4.89K 0.02% 452
2024
Q1 		$638K Buy
2,416
+38
+2% +$9.59K 0.02% 458
2023
Q4 		$541K Buy
2,378
+26
+1% +$5.84K 0.02% 467
2023
Q3 		$559K Buy
2,352
+43
+2% +$9.98K 0.02% 432
2023
Q2 		$502K Sell
2,309
-72
-3% -$14.4K 0.02% 468
2023
Q1 		$482K Buy
2,381
+132
+6% +$30.2K 0.02% 472
2022
Q4 		$486K Sell
2,249
-22
-1% -$5.14K 0.02% 425
2022
Q3 		$496K Sell
2,271
-29
-1% -$6.17K 0.02% 389
2022
Q2 		$424K Buy
2,300
+34
+2% +$6.46K 0.02% 447
2022
Q1 		$421K Buy
2,266
+1,931
+576% +$336K 0.02% 471
2021
Q4 		$54K Buy
335
+39
+13% +$6.44K ﹤0.01% 1280
2021
Q3 		$46K Buy
296
+149
+101% +$21.4K ﹤0.01% 1319
2021
Q2 		$20K Buy
147
+25
+20% +$3.64K ﹤0.01% 1683
2021
Q1 		$17K Buy
122
+43
+54% +$5.49K ﹤0.01% 1673
2020
Q4 		$8K Hold
79
– – ﹤0.01% 1880
2020
Q3 		$6K Hold
79
– – ﹤0.01% 1953
2020
Q2 		$6K Buy
79
+50
+172% +$3.34K ﹤0.01% 1909
2020
Q1 		$1K Sell
29
-4
-12% -$322 ﹤0.01% 2290
2019
Q4 		$3K Hold
33
– – ﹤0.01% 2118
2019
Q3 		$3K Buy
+33
New +$2.64K ﹤0.01% 2071
2018
Q4 		– Sell
-45
Closed -$3K – 2204
2018
Q3 		$3K Hold
45
– – ﹤0.01% 1914
2018
Q2 		$2K Buy
+45
New +$2.96K ﹤0.01% 1859

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

Parallel Advisors's LPLA Position: Q1 2026 in Review

Parallel Advisors increased its LPL Financial (LPLA) stake by 7.2% in Q1 2026, buying an estimated $61.4K and bringing the position to 2,711 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #549.

Parallel Advisors first reported a position in LPLA in Q2 2018 and has held it in 29 quarters since. The position peaked at $943K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Parallel Advisors held 2,711 shares of LPL Financial worth $816K as of Q1 2026.
  • Parallel Advisors bought 183 LPL Financial shares in Q1 2026, an estimated $61.4K.
  • LPL Financial made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #549 holding.
  • Parallel Advisors first reported a position in LPL Financial in Q2 2018 and has held it in 29 quarters since.
  • Parallel Advisors's LPL Financial position peaked at $943K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.