Question 1

Does LPL Financial own UTG stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 877,625 shares of UTG, worth $35.7M.

Question 2

How many shares of UTG does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 877,625 shares of UTG.

Question 3

What is LPL Financial's UTG position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's UTG position is worth $35.7M.

Question 4

Is LPL Financial buying or selling UTG?

Accepted Answer

In Q2 2026, LPL Financial increased its UTG position by 58,210 shares (+7.1%).

Question 5

When did LPL Financial first buy UTG?

Accepted Answer

LPL Financial already held UTG in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	877,625	+7.1%	$35.7M	0.0%	$39.82	31
2026-Q1	Increased	819,415	+5.1%	$32.2M	0.0%	$37.87	30
2025-Q4	Increased	779,445	+13.6%	$28.5M	0.0%	$34.92	33
2025-Q3	Increased	686,184	+11.3%	$27.2M	0.0%	$37.04	32
2025-Q2	Increased	616,607	+2.9%	$22.3M	0.0%	$33.29	29
2025-Q1	Increased	599,201	+2.4%	$19.5M	0.0%	$29.43	29
2024-Q4	Increased	585,115	+4.7%	$18.5M	0.0%	$28.34	30
2024-Q3	Increased	558,619	+14.6%	$18.3M	0.0%	$28.67	32