Thrive Wealth Management
LPLA icon

Thrive Wealth Management’s LPL Financial LPLA Stock Holding History

Thrive Wealth Management’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 		$342K Buy
1,120
+30
+3% +$10.2K 0.04% 169
2026
Q2 		$307K Sell
1,090
-1
-0.1% -$300 0.04% 189
2026
Q1 		$328K Sell
1,091
-479
-31% -$161K 0.05% 168
2025
Q4 		$561K Buy
1,570
+118
+8% +$41.7K 0.08% 119
2025
Q3 		$483K Sell
1,452
-8
-0.5% -$2.9K 0.07% 130
2025
Q2 		$547K Buy
1,460
+56
+4% +$19.6K 0.09% 116
2025
Q1 		$459K Buy
1,404
+168
+14% +$58.5K 0.09% 118
2024
Q4 		$404K Sell
1,236
-30
-2% -$8.87K 0.07% 132
2024
Q3 		$295K Sell
1,266
-35
-3% -$7.89K 0.05% 169
2024
Q2 		$363K Buy
1,301
+141
+12% +$38.3K 0.07% 147
2024
Q1 		$306K Buy
1,160
+191
+20% +$48.2K 0.06% 155
2023
Q4 		$221K Sell
969
-127
-12% -$28.5K 0.05% 177
2023
Q3 		$260K Buy
1,096
+31
+3% +$7.2K 0.07% 139
2023
Q2 		$232K Sell
1,065
-33
-3% -$6.61K 0.06% 162
2023
Q1 		$222K Buy
1,098
+101
+10% +$23.1K 0.06% 156
2022
Q4 		$216K Sell
997
-344
-26% -$80.4K 0.06% 145
2022
Q3 		$293K Buy
+1,341
New +$285K 0.1% 118

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Thrive Wealth Management's LPLA Position: Q3 2026 in Review

Thrive Wealth Management increased its LPL Financial (LPLA) stake by 2.8% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,120 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #169.

Thrive Wealth Management first reported a position in LPLA in Q3 2022 and has held it in 17 quarters since. The position peaked at $561K in Q4 2025. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Thrive Wealth Management held 1,120 shares of LPL Financial worth $342K as of Q3 2026.
  • Thrive Wealth Management bought 30 LPL Financial shares in Q3 2026, an estimated $10.2K.
  • LPL Financial made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Thrive Wealth Management first reported a position in LPL Financial in Q3 2022 and has held it in 17 quarters since.
  • Thrive Wealth Management's LPL Financial position peaked at $561K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.