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Lpl Financial Holdings shares owned by Wsfs Capital Management

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

Historical chart of Wsfs Capital Management investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Lpl Financial Holdings by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $259k 724 357.17
2025-09-30 $225k 675 332.69
2025-06-30 $317k 844 374.97

More positions owned by Wsfs Capital Management

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Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Cisco Systems (CSCO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Amazon (AMZN)
Raytheon Technologies Corp (RTX)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Wsfs Capital Management

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings