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Roble Belko & Company’s LPL Financial LPLA Stock Holding History

Roble Belko & Company’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
-1
Closed – – 481
2025
Q4 		$0 Hold
1
– – ﹤0.01% 487
2025
Q3 		$0 Hold
1
– – ﹤0.01% 463
2025
Q2 		$0 Buy
+1
New +$350 ﹤0.01% 450

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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

Roble Belko & Company's LPLA Position: Q1 2026 in Review

Roble Belko & Company sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1 share.

Roble Belko & Company first reported a position in LPLA in Q2 2025 and held it in 3 quarters. The position peaked at $0 in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Roble Belko & Company reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 1 LPL Financial share in Q1 2026.
  • Roble Belko & Company first reported a position in LPL Financial in Q2 2025 and held it in 3 quarters.
  • Roble Belko & Company's LPL Financial position peaked at $0 in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.