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Lpl Financial Holdings shares owned by Vision Retirement

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

Historical chart of Vision Retirement investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $314k 1.0k 300.83
2025-12-31 $385k 1.1k 357.17

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Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
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View all positions for Vision Retirement

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