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Roberts, Glore & Co’s LPL Financial LPLA Stock Holding History

Roberts, Glore & Co’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 		$230K Buy
+764
New +$256K 0.06% 199

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 $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 $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Roberts, Glore & Co's LPLA Position: Q1 2026 in Review

Roberts, Glore & Co opened a new position in LPL Financial (LPLA) in Q1 2026: 764 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #199 among its holdings.

763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Roberts, Glore & Co held 764 shares of LPL Financial worth $230K as of Q1 2026.
  • LPL Financial was a new Roberts, Glore & Co position in Q1 2026.
  • LPL Financial made up 0.06% of Roberts, Glore & Co's portfolio in Q1 2026, its #199 holding.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.