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PNC Financial Services position in LPLA
LPL FINL HLDGS INC · Financials
Latest position (Q2 2026)9.09K sh
Reported value held$2.56M
Portfolio Weight0.00%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 3.60K | $564.00K | New |
| Q4 2021 | 3.62K | $579.00K | Hold |
| Q1 2022 | 4.39K | $802.00K | Add |
| Q2 2022 | 4.29K | $793.00K | Reduce |
| Q3 2022 | 4.00K | $874.00K | Reduce |
| Q4 2022 | 3.44K | $743.65K | Reduce |
| Q1 2023 | 3.53K | $714.71K | Add |
| Q2 2023 | 2.91K | $633.62K | Reduce |
| Q3 2023 | 2.83K | $672.12K | Reduce |
| Q4 2023 | 2.53K | $575.26K | Reduce |
| Q1 2024 | 3.30K | $871.37K | Add |
| Q2 2024 | 3.56K | $995.75K | Add |
| Q3 2024 | 3.99K | $927.73K | Add |
| Q4 2024 | 4.90K | $1.60M | Add |
| Q1 2025 | 7.11K | $2.33M | Add |
| Q2 2025 | 6.48K | $2.43M | Reduce |
| Q3 2025 | 7.04K | $2.34M | Add |
| Q4 2025 | 7.71K | $2.75M | Add |
| Q1 2026 | 8.94K | $2.69M | Add |
| Q2 2026 | 9.09K | $2.56M | Add |
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