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Root Financial Partners’s LPL Financial LPLA Stock Holding History

Root Financial Partners’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 		$686K Sell
2,279
-39
-2% -$13.1K 0.03% 131
2025
Q4 		$828K Buy
2,318
+33
+1% +$11.7K 0.04% 109
2025
Q3 		$760K Buy
2,285
+36
+2% +$13K 0.05% 103
2025
Q2 		$843K Buy
2,249
+49
+2% +$17.2K 0.08% 85
2025
Q1 		$720K Buy
2,200
+9
+0.4% +$3.13K 0.08% 87
2024
Q4 		$715K Sell
2,191
-14
-0.6% -$4.14K 0.09% 86
2024
Q3 		$513K Sell
2,205
-2
-0.1% -$451 0.08% 89
2024
Q2 		$616K Buy
2,207
+2
+0.1% +$543 0.14% 57
2024
Q1 		$583K Buy
2,205
+855
+63% +$216K 0.17% 50
2023
Q4 		$307K Hold
1,350
– – 0.12% 62
2023
Q3 		$321K Buy
1,350
+1
+0.1% +$232 0.17% 53
2023
Q2 		$293K Buy
1,349
+3
+0.2% +$601 0.17% 54
2023
Q1 		$272K Buy
+1,346
New +$308K 0.19% 54

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

Root Financial Partners's LPLA Position: Q1 2026 in Review

Root Financial Partners reduced its LPL Financial (LPLA) stake by 1.7% in Q1 2026, selling an estimated $13.1K and leaving 2,279 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #131.

Root Financial Partners first reported a position in LPLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $843K in Q2 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Root Financial Partners held 2,279 shares of LPL Financial worth $686K as of Q1 2026.
  • Root Financial Partners sold 39 LPL Financial shares in Q1 2026, an estimated $13.1K.
  • LPL Financial made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #131 holding.
  • Root Financial Partners first reported a position in LPL Financial in Q1 2023 and has held it in 13 quarters since.
  • Root Financial Partners's LPL Financial position peaked at $843K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.