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Wedbush Securities’s LPL Financial LPLA Stock Holding History

Wedbush Securities’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 		– Sell
-562
Closed -$201K – 1267
2025
Q4 		$201K Buy
+562
New +$199K 0.01% 1116
2024
Q3 		– Sell
-773
Closed -$216K – 1194
2024
Q2 		$216K Buy
+773
New +$210K 0.01% 1035

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

Wedbush Securities's LPLA Position: Q1 2026 in Review

Wedbush Securities sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 562 shares — an estimated $201K sold.

Wedbush Securities first reported a position in LPLA in Q2 2024 and held it in 2 quarters. The position peaked at $216K in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Wedbush Securities reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Wedbush Securities sold 562 LPL Financial shares in Q1 2026, an estimated $201K.
  • Wedbush Securities first reported a position in LPL Financial in Q2 2024 and held it in 2 quarters.
  • Wedbush Securities's LPL Financial position peaked at $216K in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.