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Reflection Asset Management’s LPL Financial LPLA Stock Holding History

Reflection Asset 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
Q1 		– Sell
-141
Closed -$50.4K – 315
2025
Q4 		$50.4K Buy
+141
New +$49.9K 0.04% 242

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Janus Henderson Group
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Principal Financial Group
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SC
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Capital World Investors
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Reflection Asset Management's LPLA Position: Q1 2026 in Review

Reflection Asset Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 141 shares — an estimated $50.4K sold.

Reflection Asset Management first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $50.4K in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Reflection Asset Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 141 LPL Financial shares in Q1 2026, an estimated $50.4K.
  • Reflection Asset Management first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's LPL Financial position peaked at $50.4K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.