RiverGlades Family Offices’s LPL Financial LPLA Stock Holding History

RiverGlades Family Offices’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	$391K	Buy	+1,300	New	+$436K	0.23%	61
2025 Q3	$399K	Buy	1,200 +100	+9%	+$36.2K	0.24%	60
2025 Q2	$412K	Hold	1,100	–	–	0.27%	58
2025 Q1	$360K	Hold	1,100	–	–	0.26%	59
2024 Q4	$359K	Hold	1,100	–	–	0.26%	57
2024 Q3	$256K	Buy	+1,100	New	+$248K	0.18%	72

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RiverGlades Family Offices's LPLA Position: Q1 2026 in Review

RiverGlades Family Offices opened a new position in LPL Financial (LPLA) in Q1 2026: 1,300 shares worth $391K. The stake represents 0.23% of the portfolio and ranks #61 among its holdings. This is a return to the name: RiverGlades Family Offices previously reported a position in LPLA as recently as Q3 2025.

RiverGlades Family Offices first reported a position in LPLA in Q3 2024 and has held it in 6 quarters since. The position peaked at $412K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

RiverGlades Family Offices held 1,300 shares of LPL Financial worth $391K as of Q1 2026.
LPL Financial was a new RiverGlades Family Offices position in Q1 2026.
LPL Financial made up 0.23% of RiverGlades Family Offices's portfolio in Q1 2026, its #61 holding.
RiverGlades Family Offices first reported a position in LPL Financial in Q3 2024 and has held it in 6 quarters since.
RiverGlades Family Offices's LPL Financial position peaked at $412K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on RiverGlades Family Offices's 13F filing for Q1 2026, filed 14 May 2026.