VWM
LPLA icon

Valley Wealth Managers’s LPL Financial LPLA Stock Holding History

Valley Wealth Managers’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 		$663K Sell
2,203
-92
-4% -$30.9K 0.04% 151
2025
Q4 		$820K Buy
2,295
+111
+5% +$39.3K 0.05% 138
2025
Q3 		$727K Buy
2,184
+189
+9% +$68.5K 0.05% 141
2025
Q2 		$748K Sell
1,995
-269
-12% -$94.2K 0.05% 136
2025
Q1 		$741K Sell
2,264
-55
-2% -$19.2K 0.06% 135
2024
Q4 		$757K Buy
2,319
+334
+17% +$98.8K 0.06% 138
2024
Q3 		$462K Buy
1,985
+549
+38% +$124K 0.03% 163
2024
Q2 		$401K Sell
1,436
-126
-8% -$34.2K 0.03% 160
2024
Q1 		$413K Buy
1,562
+223
+17% +$56.3K 0.03% 155
2023
Q4 		$305K Buy
1,339
+19
+1% +$4.27K 0.02% 165
2023
Q3 		$314K Buy
1,320
+42
+3% +$9.75K 0.03% 157
2023
Q2 		$278K Buy
+1,278
New +$256K 0.03% 142

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

Valley Wealth Managers's LPLA Position: Q1 2026 in Review

Valley Wealth Managers reduced its LPL Financial (LPLA) stake by 4% in Q1 2026, selling an estimated $30.9K and leaving 2,203 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #151.

Valley Wealth Managers first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $820K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Valley Wealth Managers held 2,203 shares of LPL Financial worth $663K as of Q1 2026.
  • Valley Wealth Managers sold 92 LPL Financial shares in Q1 2026, an estimated $30.9K.
  • LPL Financial made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #151 holding.
  • Valley Wealth Managers first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
  • Valley Wealth Managers's LPL Financial position peaked at $820K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.