PPW
LPLA icon

Parcion Private Wealth’s LPL Financial LPLA Stock Holding History

Parcion Private Wealth’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 		$241K Buy
+801
New +$269K 0.01% 382

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

Parcion Private Wealth's LPLA Position: Q1 2026 in Review

Parcion Private Wealth opened a new position in LPL Financial (LPLA) in Q1 2026: 801 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Parcion Private Wealth held 801 shares of LPL Financial worth $241K as of Q1 2026.
  • LPL Financial was a new Parcion Private Wealth position in Q1 2026.
  • LPL Financial made up 0.01% of Parcion Private Wealth's portfolio in Q1 2026, its #382 holding.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.