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SkyView Investment Advisors’s LPL Financial LPLA Stock Holding History

SkyView Investment Advisors’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 		$1.02M Buy
3,384
+99
+3% +$33.2K 0.14% 102
2025
Q4 		$1.17M Sell
3,285
-9
-0.3% -$3.18K 0.15% 90
2025
Q3 		$1.1M Buy
3,294
+37
+1% +$13.4K 0.14% 107
2025
Q2 		$1.19M Buy
3,257
+80
+3% +$28K 0.17% 90
2025
Q1 		$1.04M Buy
3,177
+109
+4% +$38K 0.16% 107
2024
Q4 		$1M Sell
3,068
-1,767
-37% -$523K 0.16% 102
2024
Q3 		$1.13M Buy
4,835
+131
+3% +$29.5K 0.19% 77
2024
Q2 		$1.31M Buy
4,704
+38
+0.8% +$10.3K 0.23% 67
2024
Q1 		$1.23M Buy
+4,666
New +$1.18M 0.23% 74
2023
Q4 		– Sell
-4,227
Closed -$1M – 352
2023
Q3 		$1M Buy
4,227
+104
+3% +$24.2K 0.41% 63
2023
Q2 		$896K Sell
4,123
-26
-0.6% -$5.21K 0.22% 125
2023
Q1 		$840K Buy
4,149
+109
+3% +$24.9K 0.2% 135
2022
Q4 		$873K Buy
4,040
+15
+0.4% +$3.51K 0.26% 127
2022
Q3 		$879K Buy
4,025
+447
+12% +$95.1K 0.26% 133
2022
Q2 		$660K Sell
3,578
-64
-2% -$12.2K 0.17% 189
2022
Q1 		$665K Sell
3,642
-8,045
-69% -$1.4M 0.16% 193
2021
Q4 		$530K Buy
11,687
+7,413
+173% +$1.22M 0.12% 211
2021
Q3 		$670K Buy
4,274
+4,011
+1,525% +$576K 0.19% 142
2021
Q2 		$37K Hold
263
– – 0.02% 197
2021
Q1 		$37K Buy
263
+186
+242% +$23.7K 0.02% 205
2020
Q4 		$8K Buy
+77
New +$6.92K ﹤0.01% 222

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SkyView Investment Advisors's LPLA Position: Q1 2026 in Review

SkyView Investment Advisors increased its LPL Financial (LPLA) stake by 3% in Q1 2026, buying an estimated $33.2K and bringing the position to 3,384 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #102.

SkyView Investment Advisors first reported a position in LPLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.31M in Q2 2024. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • SkyView Investment Advisors held 3,384 shares of LPL Financial worth $1.02M as of Q1 2026.
  • SkyView Investment Advisors bought 99 LPL Financial shares in Q1 2026, an estimated $33.2K.
  • LPL Financial made up 0.14% of SkyView Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • SkyView Investment Advisors first reported a position in LPL Financial in Q4 2020 and has held it in 21 quarters since.
  • SkyView Investment Advisors's LPL Financial position peaked at $1.31M in Q2 2024.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.