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Trust Company’s LPL Financial LPLA Stock Holding History

Trust Company’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 		$31.5K Buy
103
+35
+51% +$11.9K ﹤0.01% 344
2026
Q2 		$19.2K Buy
68
+10
+17% +$3K ﹤0.01% 382
2026
Q1 		$17.4K Buy
58
+21
+57% +$7.05K ﹤0.01% 391
2025
Q4 		$13.2K Buy
+37
New +$13.1K ﹤0.01% 411

Other funds holding LPLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Trust Company's LPLA Position: Q3 2026 in Review

Trust Company increased its LPL Financial (LPLA) stake by 51% in Q3 2026, buying an estimated $11.9K and bringing the position to 103 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Trust Company first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Trust Company held 103 shares of LPL Financial worth $31.5K as of Q3 2026.
  • Trust Company bought 35 LPL Financial shares in Q3 2026, an estimated $11.9K.
  • LPL Financial made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #344 holding.
  • Trust Company first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.