S
LPLA icon

SignatureFD’s LPL Financial LPLA Stock Holding History

SignatureFD’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 		$367K Sell
1,221
-82
-6% -$27.5K 0.01% 724
2025
Q4 		$465K Sell
1,303
-95
-7% -$33.6K 0.01% 626
2025
Q3 		$465K Sell
1,398
-43
-3% -$15.6K 0.01% 614
2025
Q2 		$540K Sell
1,441
-112
-7% -$39.2K 0.01% 535
2025
Q1 		$508K Buy
1,553
+201
+15% +$70K 0.01% 525
2024
Q4 		$441K Buy
1,352
+41
+3% +$12.1K 0.01% 568
2024
Q3 		$305K Sell
1,311
-171
-12% -$38.5K 0.01% 691
2024
Q2 		$414K Buy
1,482
+82
+6% +$22.3K 0.01% 559
2024
Q1 		$370K Buy
1,400
+23
+2% +$5.8K 0.01% 611
2023
Q4 		$313K Sell
1,377
-392
-22% -$88.1K 0.01% 633
2023
Q3 		$420K Buy
1,769
+529
+43% +$123K 0.01% 499
2023
Q2 		$270K Sell
1,240
-139
-10% -$27.8K 0.01% 647
2023
Q1 		$279K Buy
1,379
+321
+30% +$73.4K 0.01% 615
2022
Q4 		$229K Buy
1,058
+8
+0.8% +$1.87K 0.01% 655
2022
Q3 		$229K Sell
1,050
-76
-7% -$16.2K 0.01% 628
2022
Q2 		$208K Buy
1,126
+589
+110% +$112K 0.01% 689
2022
Q1 		$98K Buy
537
+68
+14% +$11.8K ﹤0.01% 1044
2021
Q4 		$75K Sell
469
-50
-10% -$8.25K ﹤0.01% 1154
2021
Q3 		$81K Buy
519
+164
+46% +$23.6K ﹤0.01% 1077
2021
Q2 		$48K Hold
355
– – ﹤0.01% 1288
2021
Q1 		$50K Sell
355
-50
-12% -$6.38K ﹤0.01% 1171
2020
Q4 		$42K Buy
405
+13
+3% +$1.17K ﹤0.01% 1154
2020
Q3 		$30K Hold
392
– – ﹤0.01% 1205
2020
Q2 		$31K Buy
392
+208
+113% +$13.9K ﹤0.01% 1143
2020
Q1 		$10K Buy
184
+100
+119% +$8.06K ﹤0.01% 1479
2019
Q4 		$8K Hold
84
– – ﹤0.01% 1522
2019
Q3 		$7K Hold
84
– – ﹤0.01% 1530
2019
Q2 		$7K Hold
84
– – ﹤0.01% 1500
2019
Q1 		$6K Sell
84
-7
-8% -$504 ﹤0.01% 1543
2018
Q4 		$6K Buy
91
+24
+36% +$1.46K ﹤0.01% 1497
2018
Q3 		$4K Hold
67
– – ﹤0.01% 1584
2018
Q2 		$4K Sell
67
-9
-12% -$591 ﹤0.01% 1597
2018
Q1 		$5K Buy
+76
New +$4.71K ﹤0.01% 1402
2016
Q4 		– Sell
-816
Closed -$24K – 790
2016
Q3 		$24K Buy
+816
New +$22.1K ﹤0.01% 753
2015
Q4 		– Sell
-18
Closed -$1K – 1331
2015
Q3 		$1K Hold
18
– – ﹤0.01% 1137
2015
Q2 		$1K Hold
18
– – ﹤0.01% 979
2015
Q1 		$1K Hold
18
– – ﹤0.01% 890
2014
Q4 		$1K Hold
18
– – ﹤0.01% 807
2014
Q3 		$1K Sell
18
-21
-54% -$1.01K ﹤0.01% 650
2014
Q2 		$2K Buy
39
+21
+117% +$1.02K ﹤0.01% 704
2014
Q1 		$1K Hold
18
– – ﹤0.01% 701
2013
Q4 		$1K Hold
18
– – ﹤0.01% 653
2013
Q3 		$1K Hold
18
– – ﹤0.01% 598
2013
Q2 		$1K Buy
+18
New +$644 ﹤0.01% 518

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

SignatureFD's LPLA Position: Q1 2026 in Review

SignatureFD reduced its LPL Financial (LPLA) stake by 6.3% in Q1 2026, selling an estimated $27.5K and leaving 1,221 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #724.

SignatureFD first reported a position in LPLA in Q2 2013 and has held it in 44 quarters since. The position peaked at $540K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • SignatureFD held 1,221 shares of LPL Financial worth $367K as of Q1 2026.
  • SignatureFD sold 82 LPL Financial shares in Q1 2026, an estimated $27.5K.
  • LPL Financial made up 0.01% of SignatureFD's portfolio in Q1 2026, its #724 holding.
  • SignatureFD first reported a position in LPL Financial in Q2 2013 and has held it in 44 quarters since.
  • SignatureFD's LPL Financial position peaked at $540K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.