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Transcend Capital Advisors’s LPL Financial LPLA Stock Holding History

Transcend 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 		$203K Buy
676
+62
+10% +$20.8K 0.02% 683
2025
Q4 		$219K Sell
614
-575
-48% -$203K 0.02% 633
2025
Q3 		$396K Buy
1,189
+88
+8% +$31.9K 0.03% 439
2025
Q2 		$413K Sell
1,101
-467
-30% -$164K 0.03% 366
2025
Q1 		$513K Buy
+1,568
New +$546K 0.04% 353
2024
Q3 		– Sell
-1,301
Closed -$363K – 638
2024
Q2 		$363K Buy
1,301
+478
+58% +$130K 0.03% 429
2024
Q1 		$217K Buy
+823
New +$208K 0.02% 484

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

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

Transcend Capital Advisors increased its LPL Financial (LPLA) stake by 10% in Q1 2026, buying an estimated $20.8K and bringing the position to 676 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #683.

Transcend Capital Advisors first reported a position in LPLA in Q1 2024 and has held it in 7 quarters since. The position peaked at $513K in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Transcend Capital Advisors held 676 shares of LPL Financial worth $203K as of Q1 2026.
  • Transcend Capital Advisors bought 62 LPL Financial shares in Q1 2026, an estimated $20.8K.
  • LPL Financial made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #683 holding.
  • Transcend Capital Advisors first reported a position in LPL Financial in Q1 2024 and has held it in 7 quarters since.
  • Transcend Capital Advisors's LPL Financial position peaked at $513K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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