Back to LPLA
TRAN CAPITAL MANAGEMENT, L.P. → LPLA
TRAN CAPITAL MANAGEMENT, L.P. LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
5
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $850K |
| Q4 2025 | $660K |
| Q1 2026 | $556K |
| Q2 2026 | $7.9M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 28.1K | — | — |
| Q2 2026 | $7.9M | 28.2K | — | — |
| Q1 2026 | $556K | 1.8K | — | — |
| Q4 2025 | $660K | 1.8K | — | — |
| Q3 2025 | $850K | 2.6K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B