Back to LPLA
NISA INVESTMENT ADVISORS, LLC → LPLA
NISA INVESTMENT ADVISORS, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
10
Latest value
$53K
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $4K |
| Q4 2025 | $2.4M |
| Q4 2025 | $11K |
| Q1 2026 | $362K |
| Q1 2026 | $7K |
| Q2 2026 | $320K |
| Q2 2026 | $51K |
| Q3 2026 | $2.7M |
| Q3 2026 | $53K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53K | 5.4K | — | — |
| Q3 2026 | $2.7M | 8.8K | — | — |
| Q2 2026 | $51K | 4.8K | — | — |
| Q2 2026 | $320K | 1.1K | — | — |
| Q1 2026 | $7K | 472 | — | — |
| Q1 2026 | $362K | 1.2K | — | — |
| Q4 2025 | $11K | 1.3K | — | — |
| Q4 2025 | $2.4M | 6.8K | — | — |
| Q3 2025 | $4K | 472 | — | — |
| Q3 2025 | $1.4M | 4.1K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B