Salomon & Ludwin
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Salomon & Ludwin’s LPL Financial LPLA Stock Holding History

Salomon & Ludwin’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 		$19.9K Sell
65
-13
-17% -$4.42K ﹤0.01% 961
2026
Q2 		$22.9K Buy
78
+61
+359% +$18.3K ﹤0.01% 1047
2026
Q1 		$4.99K Sell
17
-55
-76% -$18.5K ﹤0.01% 1760
2025
Q4 		$26.6K Sell
72
-2
-3% -$707 ﹤0.01% 691
2025
Q3 		$23.3K Buy
+74
New +$26.8K ﹤0.01% 723

Other funds holding LPLA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Salomon & Ludwin's LPLA Position: Q3 2026 in Review

Salomon & Ludwin reduced its LPL Financial (LPLA) stake by 17% in Q3 2026, selling an estimated $4.42K and leaving 65 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Salomon & Ludwin first reported a position in LPLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $26.6K in Q4 2025. 368 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Salomon & Ludwin held 65 shares of LPL Financial worth $19.9K as of Q3 2026.
  • Salomon & Ludwin sold 13 LPL Financial shares in Q3 2026, an estimated $4.42K.
  • LPL Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #961 holding.
  • Salomon & Ludwin first reported a position in LPL Financial in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's LPL Financial position peaked at $26.6K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.