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Lpl Financial Holdings shares owned by Wright Fund Managment

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

Historical chart of Wright Fund Managment investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by Wright Fund Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $22M 72k 300.83

More positions owned by Wright Fund Managment

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wright Fund Managment

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Barrow, Hanley, Mewhinney & Strauss
Alliancebernstein

View all funds holding Lpl Financial Holdings