Question 1

Does Private Advisor Group own LPLA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Private Advisor Group holds 28,000 shares of LPLA (LPL Financial Holdings), worth $7.9M.

Question 2

How many shares of LPLA does Private Advisor Group own?

Accepted Answer

As of its Q2 2026 13F, Private Advisor Group holds 28,000 shares of LPLA (LPL Financial Holdings).

Question 3

What is Private Advisor Group's LPLA position worth?

Accepted Answer

As of its Q2 2026 13F, Private Advisor Group's LPLA position is worth $7.9M.

Question 4

Is Private Advisor Group buying or selling LPLA?

Accepted Answer

In Q2 2026, Private Advisor Group reduced its LPLA position by 192 shares (-0.7%).

Question 5

When did Private Advisor Group first buy LPLA?

Accepted Answer

Private Advisor Group already held LPLA in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	28,000	-0.7%	$7.9M	0.0%	$281.45	0
2026-Q1	Decreased	28,192	-3.1%	$8.5M	0.0%	$300.27	0
2025-Q4	Decreased	29,097	-3.4%	$10.4M	0.0%	$356.17	0
2025-Q3	Increased	30,131	+3.6%	$10M	0.0%	$331.49	29
2025-Q2	Increased	29,081	+8.9%	$10.9M	0.1%	$373.30	30
2025-Q1	Increased	26,706	+1.3%	$8.7M	0.1%	$325.43	28
2024-Q4	Decreased	26,365	-2.7%	$8.6M	0.0%	$324.49	0
2024-Q3	Increased	27,098	+1.0%	$6.3M	0.0%	$230.97	27
2024-Q2	Increased	26,822	+6.9%	$7.5M	0.1%	$276.89	29
2024-Q1	Decreased	25,083	-3.6%	$6.6M	0.0%	$261.63	0
2023-Q4	Increased	26,015	+0.4%	$5.9M	0.0%	$225.15	27
2023-Q3	Increased	25,914	+12.0%	$6.2M	0.1%	$234.75	30
2023-Q2	Increased	23,145	+0.1%	$5M	0.0%	$214.49	27
2023-Q1	Increased	23,132	+3.9%	$4.7M	0.0%	$199.35	28
2022-Q4	Decreased	22,255	-1.5%	$4,811	0.0%	$212.63	0
2022-Q3	Decreased	22,602	-13.4%	$4.9M	0.1%	$214.71	0
2022-Q2	Increased	26,106	+10.1%	$4.8M	0.0%	$181.09	30
2022-Q1	Increased	23,716	+14.4%	$4.3M	0.0%	$179.11	31
2021-Q4	Decreased	20,731	-0.4%	$3.3M	0.0%	$156.71	0
2021-Q3	Increased	20,819	+1.3%	$3.3M	0.0%	$153.22	27
2021-Q2	Decreased	20,545	-1.6%	$2.8M	0.0%	$131.71	0
2021-Q1	Decreased	20,884	-1.0%	$3M	0.0%	$138.48	0
2020-Q4	Decreased	21,094	-10.1%	$2.2M	0.0%	$101.34	0
2020-Q3	Decreased	23,452	-0.4%	$1.8M	0.0%	$74.34	0
2020-Q2	Decreased	23,549	-3.2%	$1.8M	0.0%	$75.79	0
2020-Q1	Increased	24,319	+13.9%	$1.3M	0.0%	$52.44	29
2019-Q4	Decreased	21,355	-2.0%	$2M	0.0%	$88.45	0
2019-Q3	Decreased	21,801	-0.0%	$1.8M	0.0%	$78.30	0
2019-Q2	Increased	21,805	+5.9%	$1.8M	0.0%	$77.72	27
2019-Q1	First report	20,586	-	$1.4M	0.0%	$66.17	0