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Wealth Alliance’s LPL Financial LPLA Stock Holding History

Wealth Alliance’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 		$436K Sell
1,448
-201
-12% -$67.4K 0.04% 323
2025
Q4 		$589K Buy
1,649
+79
+5% +$27.9K 0.06% 271
2025
Q3 		$522K Sell
1,570
-146
-9% -$52.9K 0.05% 286
2025
Q2 		$643K Buy
1,716
+61
+4% +$21.4K 0.07% 244
2025
Q1 		$541K Buy
1,655
+172
+12% +$59.9K 0.07% 258
2024
Q4 		$484K Buy
1,483
+30
+2% +$8.87K 0.06% 266
2024
Q3 		$338K Buy
1,453
+34
+2% +$7.66K 0.04% 372
2024
Q2 		$396K Buy
1,419
+2
+0.1% +$543 0.05% 308
2024
Q1 		$374K Sell
1,417
-17
-1% -$4.29K 0.05% 340
2023
Q4 		$326K Buy
1,434
+14
+1% +$3.15K 0.05% 356
2023
Q3 		$337K Sell
1,420
-144
-9% -$33.4K 0.05% 323
2023
Q2 		$340K Sell
1,564
-264
-14% -$52.9K 0.05% 337
2023
Q1 		$370K Sell
1,828
-66
-3% -$15.1K 0.06% 304
2022
Q4 		$409K Sell
1,894
-442
-19% -$103K 0.07% 268
2022
Q3 		$510K Sell
2,336
-48
-2% -$10.2K 0.1% 210
2022
Q2 		$440K Buy
2,384
+538
+29% +$102K 0.08% 235
2022
Q1 		$337K Buy
1,846
+326
+21% +$56.8K 0.07% 304
2021
Q4 		$243K Buy
1,520
+45
+3% +$7.43K 0.05% 375
2021
Q3 		$231K Buy
+1,475
New +$212K 0.05% 375
2021
Q2 		– Sell
-1,408
Closed -$200K – 426
2021
Q1 		$200K Buy
+1,408
New +$180K 0.06% 373

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

Wealth Alliance's LPLA Position: Q1 2026 in Review

Wealth Alliance reduced its LPL Financial (LPLA) stake by 12% in Q1 2026, selling an estimated $67.4K and leaving 1,448 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #323.

Wealth Alliance first reported a position in LPLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $643K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Wealth Alliance held 1,448 shares of LPL Financial worth $436K as of Q1 2026.
  • Wealth Alliance sold 201 LPL Financial shares in Q1 2026, an estimated $67.4K.
  • LPL Financial made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #323 holding.
  • Wealth Alliance first reported a position in LPL Financial in Q1 2021 and has held it in 20 quarters since.
  • Wealth Alliance's LPL Financial position peaked at $643K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.