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Stephens Inc’s LPL Financial LPLA Stock Holding History

Stephens Inc’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 		– Sell
-1,341
Closed -$479K – 1360
2025
Q4 		$479K Sell
1,341
-229
-15% -$81K 0.01% 864
2025
Q3 		$522K Sell
1,570
-126
-7% -$45.7K 0.01% 836
2025
Q2 		$636K Sell
1,696
-562
-25% -$197K 0.01% 754
2025
Q1 		$739K Buy
2,258
+1,220
+118% +$425K 0.01% 687
2024
Q4 		$339K Sell
1,038
-16
-2% -$4.73K ﹤0.01% 969
2024
Q3 		$245K Buy
1,054
+52
+5% +$11.7K ﹤0.01% 1111
2024
Q2 		$280K Buy
1,002
+156
+18% +$42.3K ﹤0.01% 1036
2024
Q1 		$224K Buy
+846
New +$214K ﹤0.01% 1116

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

Stephens Inc's LPLA Position: Q1 2026 in Review

Stephens Inc sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,341 shares — an estimated $479K sold.

Stephens Inc first reported a position in LPLA in Q1 2024 and held it in 8 quarters. The position peaked at $739K in Q1 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Stephens Inc reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 1,341 LPL Financial shares in Q1 2026, an estimated $479K.
  • Stephens Inc first reported a position in LPL Financial in Q1 2024 and held it in 8 quarters.
  • Stephens Inc's LPL Financial position peaked at $739K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.