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Potentia Wealth’s LPL Financial LPLA Stock Holding History

Potentia 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 		$475K Buy
1,580
+1
+0.1% +$336 0.18% 59
2025
Q4 		$564K Hold
1,579
– – 0.21% 50
2025
Q3 		$525K Buy
1,579
+1
+0.1% +$362 0.2% 56
2025
Q2 		$592K Hold
1,578
– – 0.34% 34
2025
Q1 		$516K Buy
1,578
+1
+0.1% +$348 0.24% 51
2024
Q4 		$515K Buy
+1,577
New +$466K 0.23% 58

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 $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 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

Potentia Wealth's LPLA Position: Q1 2026 in Review

Potentia Wealth increased its LPL Financial (LPLA) stake by 0.06% in Q1 2026, buying an estimated $336 and bringing the position to 1,580 shares worth $475K. The position accounts for 0.18% of the portfolio, ranked #59.

Potentia Wealth first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $592K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Potentia Wealth held 1,580 shares of LPL Financial worth $475K as of Q1 2026.
  • Potentia Wealth bought 1 LPL Financial share in Q1 2026, an estimated $336.
  • LPL Financial made up 0.18% of Potentia Wealth's portfolio in Q1 2026, its #59 holding.
  • Potentia Wealth first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's LPL Financial position peaked at $592K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.