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Lpl Financial Holdings shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 801 300.83

More positions owned by Parcion Private Wealth

Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Select Sector Spdr Tr State Street Rea (XLRE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Parcion Private Wealth

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Vanguard Portfolio Management
Massachusetts Financial Services
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
State Street Corporation
WCM Investment Management

View all funds holding Lpl Financial Holdings