Home › Funds › Foresight Global Investors › LPLA
Foresight Global Investors position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)1.44K sh
Reported value held$404.49K
Portfolio Weight0.25%
First reportedQ1 2023
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q1 2023 | 2.96K | $599.10K | New |
| Q2 2023 | 2.96K | $643.59K | Hold |
| Q3 2023 | 7.22K | $1.72M | Add |
| Q4 2023 | 5.55K | $1.26M | Reduce |
| Q1 2024 | 5.55K | $1.47M | Hold |
| Q2 2024 | 5.55K | $1.55M | Hold |
| Q3 2024 | 6.65K | $1.55M | Add |
| Q3 2025 | 1.46K | $485.39K | New |
| Q4 2025 | 1.46K | $521.11K | Hold |
| Q1 2026 | 1.46K | $438.91K | Hold |
| Q2 2026 | 1.44K | $404.49K | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding LPLA
- Vanguard Group 8.15M sh · $2.91B · Q4 2025
- BlackRock Inc 4.73M sh · $1.33B · Q2 2026
- Dodge & Cox 4.58M sh · $1.29B · Q2 2026
- Janus Henderson Group 3.67M sh · $1.10B · Q1 2026
- Principal Global Investors 2.68M sh · $756.31M · Q2 2026
- Capital World Investors 2.34M sh · $660.05M · Q2 2026
- Goldman Sachs Group 1.70M sh · $477.72M · Q2 2026
- Geode Capital Management 1.50M sh · $422.04M · Q2 2026
- MFS Investment Management 1.46M sh · $413.83M · Q2 2026
- Lone Pine Capital 1.22M sh · $343.40M · Q2 2026
- Norges Bank Investment Management 1.05M sh · $297.04M · Q2 2026
- Fidelity Management & Research (FMR) 981.39K sh · $276.44M · Q2 2026