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Lpl Financial Holdings shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 1.6k 332.62
2025-06-30 $592k 1.6k 375.02
2025-03-31 $516k 1.6k 327.08

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Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings