Private Wealth Management Group’s LPL Financial LPLA Stock Holding History

Private Wealth Management Group’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	$15K	Hold	49	–	–	﹤0.01%	514
2026 Q2	$13.8K	Hold	49	–	–	﹤0.01%	488
2026 Q1	$14.7K	Hold	49	–	–	﹤0.01%	411
2025 Q4	$17.5K	Hold	49	–	–	﹤0.01%	357
2025 Q3	$16.3K	Hold	49	–	–	﹤0.01%	385
2025 Q2	$18.4K	Hold	49	–	–	0.01%	324
2025 Q1	$16K	Hold	49	–	–	0.01%	351
2024 Q4	$16K	Hold	49	–	–	0.01%	364
2024 Q3	$11.4K	Sell	49 -5	-9%	-$1.13K	﹤0.01%	421
2024 Q2	$15.1K	Buy	54 +31	+135%	+$8.41K	0.01%	345
2024 Q1	$6.08K	Hold	23	–	–	﹤0.01%	561
2023 Q4	$5.24K	Buy	+23	New	+$5.17K	﹤0.01%	616

Other funds holding LPLA

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Private Wealth Management Group's LPLA Position: Q3 2026 in Review

Private Wealth Management Group held its LPL Financial (LPLA) position steady in Q3 2026 at 49 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Private Wealth Management Group first reported a position in LPLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $18.4K in Q2 2025. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Private Wealth Management Group held 49 shares of LPL Financial worth $15K as of Q3 2026.
Private Wealth Management Group left its LPL Financial share count unchanged in Q3 2026.
LPL Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #514 holding.
Private Wealth Management Group first reported a position in LPL Financial in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's LPL Financial position peaked at $18.4K in Q2 2025.
443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.