Back to LPLA
KBC Group NV LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$43K
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $92K |
| Q4 2025 | $4.5M |
| Q4 2025 | $97K |
| Q1 2026 | $3.8M |
| Q1 2026 | $70K |
| Q2 2026 | $3.6M |
| Q2 2026 | $39K |
| Q3 2026 | $4.1M |
| Q3 2026 | $43K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43K | 139 | — | — |
| Q3 2026 | $4.1M | 13.3K | — | — |
| Q2 2026 | $39K | 139 | — | — |
| Q2 2026 | $3.6M | 12.7K | — | — |
| Q1 2026 | $70K | 233 | — | — |
| Q1 2026 | $3.8M | 12.7K | — | — |
| Q4 2025 | $97K | 272 | — | — |
| Q4 2025 | $4.5M | 12.6K | — | — |
| Q3 2025 | $92K | 276 | — | — |
| Q3 2025 | $4.2M | 12.7K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B