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Snowden Capital Advisors’s LPL Financial LPLA Stock Holding History

Snowden Capital 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 		$418K Sell
1,390
-637
-31% -$214K 0.01% 875
2025
Q4 		$724K Buy
2,027
+15
+0.7% +$5.3K 0.02% 646
2025
Q3 		$669K Sell
2,012
-128
-6% -$46.4K 0.02% 662
2025
Q2 		$802K Sell
2,140
-1,187
-36% -$416K 0.02% 587
2025
Q1 		$1.09M Buy
3,327
+1,405
+73% +$489K 0.03% 479
2024
Q4 		$628K Buy
1,922
+707
+58% +$209K 0.02% 674
2024
Q3 		$283K Sell
1,215
-28,133
-96% -$6.34M 0.01% 1022
2024
Q2 		$8.2M Buy
29,348
+9,362
+47% +$2.54M 0.24% 96
2024
Q1 		$5.28M Buy
19,986
+3,599
+22% +$908K 0.16% 165
2023
Q4 		$3.73M Sell
16,387
-3,024
-16% -$680K 0.14% 199
2023
Q3 		$4.61M Sell
19,411
-132
-0.7% -$30.7K 0.2% 147
2023
Q2 		$4.25M Buy
19,543
+784
+4% +$157K 0.15% 187
2023
Q1 		$3.8M Buy
18,759
+13,420
+251% +$3.07M 0.15% 183
2022
Q4 		$1.15M Buy
5,339
+3,076
+136% +$719K 0.05% 419
2022
Q3 		$494K Sell
2,263
-1,225
-35% -$261K 0.02% 656
2022
Q2 		$643K Sell
3,488
-906
-21% -$172K 0.03% 536
2022
Q1 		$802K Buy
4,394
+2,419
+122% +$421K 0.03% 493
2021
Q4 		$316K Sell
1,975
-2,780
-58% -$459K 0.02% 558
2021
Q3 		$745K Sell
4,755
-25,170
-84% -$3.62M 0.04% 434
2021
Q2 		$4.04M Buy
29,925
+2,113
+8% +$307K 0.2% 151
2021
Q1 		$3.95M Buy
+27,812
New +$3.55M 0.23% 134

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

Snowden Capital Advisors's LPLA Position: Q1 2026 in Review

Snowden Capital Advisors reduced its LPL Financial (LPLA) stake by 31% in Q1 2026, selling an estimated $214K and leaving 1,390 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #875.

Snowden Capital Advisors first reported a position in LPLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.2M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Snowden Capital Advisors held 1,390 shares of LPL Financial worth $418K as of Q1 2026.
  • Snowden Capital Advisors sold 637 LPL Financial shares in Q1 2026, an estimated $214K.
  • LPL Financial made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #875 holding.
  • Snowden Capital Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 21 quarters since.
  • Snowden Capital Advisors's LPL Financial position peaked at $8.2M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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