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Persistent Asset Partners’s LPL Financial LPLA Stock Holding History

Persistent Asset Partners’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 		– Sell
-1,403
Closed -$501K – 415
2025
Q4 		$501K Buy
+1,403
New +$496K 0.23% 127

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Persistent Asset Partners's LPLA Position: Q1 2026 in Review

Persistent Asset Partners sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,403 shares — an estimated $501K sold.

Persistent Asset Partners first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $501K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Persistent Asset Partners reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Persistent Asset Partners sold 1,403 LPL Financial shares in Q1 2026, an estimated $501K.
  • Persistent Asset Partners first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Persistent Asset Partners's LPL Financial position peaked at $501K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Persistent Asset Partners's 13F filing for Q1 2026, filed 12 May 2026.