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Principal Securities’s LPL Financial LPLA Stock Holding History

Principal Securities’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 		$837K Buy
2,781
+404
+17% +$136K 0.01% 784
2025
Q4 		$849K Sell
2,377
-225
-9% -$79.6K 0.01% 750
2025
Q3 		$866K Buy
2,602
+537
+26% +$195K 0.01% 709
2025
Q2 		$774K Buy
2,065
+1,014
+96% +$355K 0.01% 689
2025
Q1 		$343K Hold
1,051
– – 0.01% 920
2024
Q4 		$343K Buy
1,051
+95
+10% +$28.1K 0.01% 915
2024
Q3 		$222K Sell
956
-1,644
-63% -$370K 0.01% 1058
2024
Q2 		$726K Buy
2,600
+60
+2% +$16.3K 0.02% 576
2024
Q1 		$671K Buy
2,540
+121
+5% +$30.5K 0.02% 562
2023
Q4 		$551K Buy
+2,419
New +$544K 0.02% 560

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return