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LPLALPLA

Showing 8 of 30 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in LPL Financial Holdings Inc.

Yes. Private Advisor Group holds 28,000 shares of LPLA (LPL Financial Holdings), worth $7.9M, as of its Q2 2026 13F filing. It reduced the position by 192 shares (-0.7%) from Q1 2026. Private Advisor Group has held LPLA in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$7.9M

Current Shares

28,000

Total Value Change

+$1.6M

Total Shares Change

+902

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,000
-0.7%
$7.9M0.0%$281.45
0
2026-Q1
Decreased
28,192
-3.1%
$8.5M0.0%$300.27
0
2025-Q4
Decreased
29,097
-3.4%
$10.4M0.0%$356.17
0
2025-Q3
Increased
30,131
+3.6%
$10M0.0%$331.49
29
2025-Q2
Increased
29,081
+8.9%
$10.9M0.1%$373.30
30
2025-Q1
Increased
26,706
+1.3%
$8.7M0.1%$325.43
28
2024-Q4
Decreased
26,365
-2.7%
$8.6M0.0%$324.49
0
2024-Q3
Increased
27,098
+1.0%
$6.3M0.0%$230.97
27

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