Root Financial Partners
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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
Q3 		$726K Buy
2,373
+89
+4% +$30.3K 0.02% 173
2026
Q2 		$643K Buy
2,284
+5
+0.2% +$1.5K 0.03% 161
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Root Financial Partners's LPLA Position: Q3 2026 in Review

Root Financial Partners increased its LPL Financial (LPLA) stake by 3.9% in Q3 2026, buying an estimated $30.3K and bringing the position to 2,373 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #173.

Root Financial Partners first reported a position in LPLA in Q1 2023 and has held it in 15 quarters since. The position peaked at $843K in Q2 2025. 230 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Root Financial Partners held 2,373 shares of LPL Financial worth $726K as of Q3 2026.
  • Root Financial Partners bought 89 LPL Financial shares in Q3 2026, an estimated $30.3K.
  • LPL Financial made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #173 holding.
  • Root Financial Partners first reported a position in LPL Financial in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's LPL Financial position peaked at $843K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.