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XML Financial’s LPL Financial LPLA Stock Holding History

XML Financial’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
-1,570
Closed -$561K – 446
2025
Q4 		$561K Buy
1,570
+1
+0.1% +$354 0.05% 240
2025
Q3 		$522K Sell
1,569
-427
-21% -$155K 0.04% 246
2025
Q2 		$749K Sell
1,996
-25
-1% -$8.76K 0.06% 201
2025
Q1 		$661K Buy
2,021
+148
+8% +$51.5K 0.06% 197
2024
Q4 		$611K Sell
1,873
-405
-18% -$120K 0.06% 207
2024
Q3 		$530K Buy
2,278
+89
+4% +$20.1K 0.05% 227
2024
Q2 		$611K Sell
2,189
-25
-1% -$6.79K 0.06% 200
2024
Q1 		$585K Buy
2,214
+1
+0% +$252 0.06% 208
2023
Q4 		$504K Buy
2,213
+2
+0.1% +$450 0.05% 215
2023
Q3 		$526K Buy
2,211
+1
+0% +$232 0.06% 201
2023
Q2 		$480K Buy
2,210
+3
+0.1% +$601 0.06% 219
2023
Q1 		$447K Buy
2,207
+1,028
+87% +$235K 0.05% 218
2022
Q4 		$255K Buy
1,179
+1
+0.1% +$234 0.03% 283
2022
Q3 		$257K Buy
1,178
+2
+0.2% +$425 0.04% 268
2022
Q2 		$217K Buy
1,176
+1
+0.1% +$190 0.05% 206
2022
Q1 		$215K Buy
+1,175
New +$205K 0.03% 298

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

XML Financial's LPLA Position: Q1 2026 in Review

XML Financial sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,570 shares — an estimated $561K sold.

XML Financial first reported a position in LPLA in Q1 2022 and held it in 16 quarters. The position peaked at $749K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • XML Financial reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 1,570 LPL Financial shares in Q1 2026, an estimated $561K.
  • XML Financial first reported a position in LPL Financial in Q1 2022 and held it in 16 quarters.
  • XML Financial's LPL Financial position peaked at $749K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.