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TRUIST FINANCIAL CORP LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
15
Latest value
$4.9M
Q3 2026
Peak value
$49.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.6M |
| Q3 2025 | $424K |
| Q3 2025 | $46.7M |
| Q4 2025 | $23.8M |
| Q4 2025 | $434K |
| Q4 2025 | $49.4M |
| Q1 2026 | $20.2M |
| Q1 2026 | $397K |
| Q1 2026 | $40.9M |
| Q2 2026 | $194K |
| Q2 2026 | $5.2M |
| Q2 2026 | $8.8M |
| Q3 2026 | $177K |
| Q3 2026 | $4M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 15.9K | — | — |
| Q3 2026 | $4M | 13.0K | — | — |
| Q3 2026 | $177K | 580 | — | — |
| Q2 2026 | $8.8M | 31.2K | — | — |
| Q2 2026 | $5.2M | 18.4K | — | — |
| Q2 2026 | $194K | 690 | — | — |
| Q1 2026 | $40.9M | 135.9K | — | — |
| Q1 2026 | $397K | 1.3K | — | — |
| Q1 2026 | $20.2M | 67.0K | — | — |
| Q4 2025 | $49.4M | 138.4K | — | — |
| Q4 2025 | $434K | 1.2K | — | — |
| Q4 2025 | $23.8M | 66.7K | — | — |
| Q3 2025 | $46.7M | 140.3K | — | — |
| Q3 2025 | $424K | 1.3K | — | — |
| Q3 2025 | $22.6M | 68.0K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B