Perigon Wealth Management
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
Q3 		$347K Buy
1,136
+59
+5% +$20.1K 0.01% 1069
2026
Q2 		$303K Sell
1,077
-7
-0.6% -$2.1K ﹤0.01% 1111
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Perigon Wealth Management's LPLA Position: Q3 2026 in Review

Perigon Wealth Management increased its LPL Financial (LPLA) stake by 5.5% in Q3 2026, buying an estimated $20.1K and bringing the position to 1,136 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1069.

Perigon Wealth Management first reported a position in LPLA in Q4 2020 and has held it in 12 quarters since. The position peaked at $398K in Q4 2025. 152 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Perigon Wealth Management held 1,136 shares of LPL Financial worth $347K as of Q3 2026.
  • Perigon Wealth Management bought 59 LPL Financial shares in Q3 2026, an estimated $20.1K.
  • LPL Financial made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1069 holding.
  • Perigon Wealth Management first reported a position in LPL Financial in Q4 2020 and has held it in 12 quarters since.
  • Perigon Wealth Management's LPL Financial position peaked at $398K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.