Back to LPLA
PRINCIPAL FINANCIAL GROUP INC → LPLA
PRINCIPAL FINANCIAL GROUP INC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
20
Latest value
$35M
Q3 2026
Peak value
$758.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $787K |
| Q3 2025 | $15K |
| Q3 2025 | $27M |
| Q3 2025 | $627.6M |
| Q4 2025 | $657.5M |
| Q4 2025 | $32.9M |
| Q4 2025 | $23K |
| Q4 2025 | $588K |
| Q1 2026 | $1.1M |
| Q1 2026 | $33.2M |
| Q1 2026 | $24K |
| Q1 2026 | $758.8M |
| Q2 2026 | $155K |
| Q2 2026 | $38.2M |
| Q2 2026 | $717.9M |
| Q2 2026 | $25K |
| Q3 2026 | $650.3M |
| Q3 2026 | $29K |
| Q3 2026 | $235K |
| Q3 2026 | $35M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35M | 114.3K | — | — |
| Q3 2026 | $235K | 770 | — | — |
| Q3 2026 | $29K | 95 | — | — |
| Q3 2026 | $650.3M | 2.13M | — | — |
| Q2 2026 | $25K | 88 | — | — |
| Q2 2026 | $717.9M | 2.55M | — | — |
| Q2 2026 | $38.2M | 135.6K | — | — |
| Q2 2026 | $155K | 551 | — | — |
| Q1 2026 | $758.8M | 2.52M | — | — |
| Q1 2026 | $24K | 79 | — | — |
| Q1 2026 | $33.2M | 110.4K | — | — |
| Q1 2026 | $1.1M | 3.5K | — | — |
| Q4 2025 | $588K | 1.6K | — | — |
| Q4 2025 | $23K | 63 | — | — |
| Q4 2025 | $32.9M | 92.0K | — | — |
| Q4 2025 | $657.5M | 1.84M | — | — |
| Q3 2025 | $627.6M | 1.89M | — | — |
| Q3 2025 | $27M | 81.2K | — | — |
| Q3 2025 | $15K | 49 | — | — |
| Q3 2025 | $787K | 2.4K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B