Back to LPLA
Segment Wealth Management, LLC → LPLA
Segment Wealth Management, LLC LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
3
Latest value
$3.5M
Q3 2026
Peak value
$3.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $2.8M |
| Q2 2026 | $2.8M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 11.5K | — | — |
| Q2 2026 | $2.8M | 10.0K | — | — |
| Q1 2026 | $2.8M | 9.2K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B