Shepherd Financial Partners’s LPL Financial LPLA Stock Holding History

Shepherd 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	$1.43M	Hold	4,755	–	–	0.14%	94
2025 Q4	$1.7M	Hold	4,755	–	–	0.16%	90
2025 Q3	$1.58M	Hold	4,755	–	–	0.15%	92
2025 Q2	$1.78M	Hold	4,755	–	–	0.19%	85
2025 Q1	$1.56M	Sell	4,755 -9,000	-65%	-$3.13M	0.18%	85
2024 Q4	$4.49M	Hold	13,755	–	–	0.54%	32
2024 Q3	$3.2M	Hold	13,755	–	–	0.38%	43
2024 Q2	$3.84M	Hold	13,755	–	–	0.5%	32
2024 Q1	$3.63M	Sell	13,755 -6,442	-32%	-$1.63M	0.48%	36
2023 Q4	$4.6M	Buy	+20,197	New	+$4.54M	0.65%	20

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

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

Shepherd Financial Partners held its LPL Financial (LPLA) position steady in Q1 2026 at 4,755 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #94.

Shepherd Financial Partners first reported a position in LPLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.6M in Q4 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Shepherd Financial Partners held 4,755 shares of LPL Financial worth $1.43M as of Q1 2026.
Shepherd Financial Partners left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.14% of Shepherd Financial Partners's portfolio in Q1 2026, its #94 holding.
Shepherd Financial Partners first reported a position in LPL Financial in Q4 2023 and has held it in 10 quarters since.
Shepherd Financial Partners's LPL Financial position peaked at $4.6M in Q4 2023.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.