PWM
LPLA icon

Perigon Wealth Management’s LPL Financial LPLA Stock Holding History

Perigon Wealth Management’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 		$326K Sell
1,084
-30
-3% -$10.1K 0.01% 985
2025
Q4 		$398K Buy
1,114
+138
+14% +$48.8K 0.01% 892
2025
Q3 		$325K Sell
976
-3
-0.3% -$1.09K 0.01% 919
2025
Q2 		$367K Buy
979
+183
+23% +$64.1K 0.01% 771
2025
Q1 		$260K Sell
796
-5
-0.6% -$1.74K 0.01% 867
2024
Q4 		$277K Buy
+801
New +$237K 0.01% 848
2024
Q3 		– Sell
-845
Closed -$236K – 1015
2024
Q2 		$236K Sell
845
-25
-3% -$6.79K 0.01% 765
2024
Q1 		$230K Buy
+870
New +$220K 0.01% 760
2023
Q4 		– Sell
-909
Closed -$216K – 861
2023
Q3 		$216K Buy
+909
New +$211K 0.01% 707
2021
Q1 		– Sell
-610
Closed -$64K – 802
2020
Q4 		$64K Buy
+610
New +$54.8K 0.01% 665

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

Perigon Wealth Management's LPLA Position: Q1 2026 in Review

Perigon Wealth Management reduced its LPL Financial (LPLA) stake by 2.7% in Q1 2026, selling an estimated $10.1K and leaving 1,084 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #985.

Perigon Wealth Management first reported a position in LPLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $398K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Perigon Wealth Management held 1,084 shares of LPL Financial worth $326K as of Q1 2026.
  • Perigon Wealth Management sold 30 LPL Financial shares in Q1 2026, an estimated $10.1K.
  • LPL Financial made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #985 holding.
  • Perigon Wealth Management first reported a position in LPL Financial in Q4 2020 and has held it in 10 quarters since.
  • Perigon Wealth Management's LPL Financial position peaked at $398K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.