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Siemens Fonds Invest’s LPL Financial LPLA Stock Holding History

Siemens Fonds Invest’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 		$337K Hold
1,120
– – 0.02% 384
2025
Q4 		$403K Hold
1,120
– – 0.02% 358
2025
Q3 		$373K Hold
1,120
– – 0.02% 357
2025
Q2 		$420K Buy
1,120
+261
+30% +$91.4K 0.02% 334
2025
Q1 		$281K Buy
859
+30
+4% +$10.4K 0.02% 370
2024
Q4 		$271K Buy
+829
New +$245K 0.02% 391

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

Siemens Fonds Invest's LPLA Position: Q1 2026 in Review

Siemens Fonds Invest held its LPL Financial (LPLA) position steady in Q1 2026 at 1,120 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #384.

Siemens Fonds Invest first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Siemens Fonds Invest held 1,120 shares of LPL Financial worth $337K as of Q1 2026.
  • Siemens Fonds Invest left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.02% of Siemens Fonds Invest's portfolio in Q1 2026, its #384 holding.
  • Siemens Fonds Invest first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Siemens Fonds Invest's LPL Financial position peaked at $420K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.