Third View Private Wealth
LPLA icon

Third View Private Wealth’s LPL Financial LPLA Stock Holding History

Third View Private Wealth’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
Q3 		$602K Sell
1,967
-1,765
-47% -$600K 0.07% 156
2026
Q2 		$1.05M Sell
3,732
-908
-20% -$273K 0.13% 127
2026
Q1 		$1.4M Buy
4,640
+1,612
+53% +$541K 0.19% 103
2025
Q4 		$1.08M Buy
+3,028
New +$1.07M 0.15% 125

Other funds holding LPLA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Third View Private Wealth's LPLA Position: Q3 2026 in Review

Third View Private Wealth reduced its LPL Financial (LPLA) stake by 47% in Q3 2026, selling an estimated $600K and leaving 1,967 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #156.

Third View Private Wealth first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 363 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Third View Private Wealth held 1,967 shares of LPL Financial worth $602K as of Q3 2026.
  • Third View Private Wealth sold 1,765 LPL Financial shares in Q3 2026, an estimated $600K.
  • LPL Financial made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #156 holding.
  • Third View Private Wealth first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's LPL Financial position peaked at $1.4M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.