Back to LPLA
Daiwa Securities Group Inc. → LPLA
Daiwa Securities Group Inc. LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $2.3M |
| Q4 2025 | $2.4M |
| Q4 2025 | $2M |
| Q1 2026 | $2M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 13.3K | — | — |
| Q3 2026 | $2.4M | 7.9K | — | — |
| Q2 2026 | $2.1M | 7.6K | — | — |
| Q2 2026 | $2.2M | 7.7K | — | — |
| Q1 2026 | $2.2M | 7.2K | — | — |
| Q1 2026 | $2M | 6.6K | — | — |
| Q4 2025 | $2M | 5.7K | — | — |
| Q4 2025 | $2.4M | 6.8K | — | — |
| Q3 2025 | $2.3M | 6.8K | — | — |
| Q3 2025 | $1.7M | 5.0K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B