Valley Wealth Managers
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
Q3 		$754K Buy
2,465
+132
+6% +$44.9K 0.04% 147
2026
Q2 		$657K Buy
2,333
+130
+6% +$39K 0.04% 153
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% +$9.8K 0.03% 157
2023
Q2 		$278K Buy
+1,278
New +$256K 0.03% 142

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

Valley Wealth Managers's LPLA Position: Q3 2026 in Review

Valley Wealth Managers increased its LPL Financial (LPLA) stake by 5.7% in Q3 2026, buying an estimated $44.9K and bringing the position to 2,465 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #147.

Valley Wealth Managers first reported a position in LPLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $820K in Q4 2025. 132 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Valley Wealth Managers held 2,465 shares of LPL Financial worth $754K as of Q3 2026.
  • Valley Wealth Managers bought 132 LPL Financial shares in Q3 2026, an estimated $44.9K.
  • LPL Financial made up 0.04% of Valley Wealth Managers's portfolio in Q3 2026, its #147 holding.
  • Valley Wealth Managers first reported a position in LPL Financial in Q2 2023 and has held it in 14 quarters since.
  • Valley Wealth Managers's LPL Financial position peaked at $820K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.