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Perennial Investment Advisors’s LPL Financial LPLA Stock Holding History

Perennial Investment 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 		$257K Buy
853
+56
+7% +$18.8K 0.02% 430
2025
Q4 		$285K Sell
797
-5
-0.6% -$1.77K 0.02% 388
2025
Q3 		$267K Sell
802
-2
-0.2% -$725 0.02% 393
2025
Q2 		$302K Buy
804
+31
+4% +$10.9K 0.03% 346
2025
Q1 		$253K Hold
773
– – 0.03% 353
2024
Q4 		$253K Buy
+773
New +$229K 0.03% 338

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

Perennial Investment Advisors's LPLA Position: Q1 2026 in Review

Perennial Investment Advisors increased its LPL Financial (LPLA) stake by 7% in Q1 2026, buying an estimated $18.8K and bringing the position to 853 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #430.

Perennial Investment Advisors first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Perennial Investment Advisors held 853 shares of LPL Financial worth $257K as of Q1 2026.
  • Perennial Investment Advisors bought 56 LPL Financial shares in Q1 2026, an estimated $18.8K.
  • LPL Financial made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #430 holding.
  • Perennial Investment Advisors first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Perennial Investment Advisors's LPL Financial position peaked at $302K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.