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Lpl Financial Holdings shares owned by Napier Financial

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Napier Financial from 13F filings

Historical chart of Napier Financial investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Napier Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Napier Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 83 281.69
2026-03-31 $25k 83 300.83

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Ishares Msci MF Closed and MF Open (EEM)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Small MF Closed and MF Open (VB)
Vanguard Short MF Closed and MF Open (VCSH)
Vanguard Intermediate MF Closed and MF Open (VCIT)

View all positions for Napier Financial

Top funds holding Lpl Financial Holdings

BlackRock
Dodge & Cox
Robeco Investment Management
Jupiter Topco
Vanguard Portfolio Management
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
State Street Corporation
WCM Investment Management
Goldman Sachs Group
Geode Capital Management
Massachusetts Financial Services

View all funds holding Lpl Financial Holdings