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Waverly Advisors’s LPL Financial LPLA Stock Holding History

Waverly 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 		$824K Buy
2,740
+2,034
+288% +$682K 0.01% 890
2025
Q4 		$252K Buy
+706
New +$250K ﹤0.01% 1286
2025
Q3 		– Sell
-543
Closed -$204K – 1308
2025
Q2 		$204K Buy
+543
New +$190K ﹤0.01% 1118

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

Waverly Advisors's LPLA Position: Q1 2026 in Review

Waverly Advisors increased its LPL Financial (LPLA) stake by 288% in Q1 2026, buying an estimated $682K and bringing the position to 2,740 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #890.

Waverly Advisors first reported a position in LPLA in Q2 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Waverly Advisors held 2,740 shares of LPL Financial worth $824K as of Q1 2026.
  • Waverly Advisors bought 2,034 LPL Financial shares in Q1 2026, an estimated $682K.
  • LPL Financial made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #890 holding.
  • Waverly Advisors first reported a position in LPL Financial in Q2 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.