Fairview Capital Investment Management, LLC / LPLA
Fairview Capital Investment Management, LLC’s Lpl Finl Hldgs Inc Position
Does Fairview Capital Investment Management, LLC own Lpl Finl Hldgs Inc (LPLA)? Yes — 391.7K shares worth $118M (+6.40% of its 13F portfolio) as of Q1 2026, down from 413.7K shares the prior filed quarter.
Position Value
$118M
Q1 2026
Shares
391.7K
% of Portfolio
+6.40%
Quarters Held
30
currently held
Position History LPLA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 391.7K | $118M | +6.40% |
| Q4 2025 | 413.7K | $148M | +7.59% |
| Q3 2025 | 437.9K | $146M | +7.39% |
| Q2 2025 | 445.1K | $167M | +8.64% |
| Q1 2025 | 470.0K | $154M | +8.15% |
| Q4 2024 | 478.0K | $156M | +8.09% |
| Q3 2024 | 485.9K | $113M | +6.11% |
| Q2 2024 | 486.8K | $136M | +7.65% |
| Q1 2024 | 498.9K | $132M | +7.43% |
| Q4 2023 | 502.3K | $114M | +6.81% |
| Q3 2023 | 508.1K | $121M | +7.73% |
| Q2 2023 | 513.7K | $112M | +7.06% |
| Q1 2023 | 525.1K | $106M | +6.94% |
| Q4 2022 | 534.7K | $116M | +7.91% |
| Q3 2022 | 544.7K | $119M | +8.50% |
| Q2 2022 | 550.9K | $102M | +7.05% |
| Q1 2022 | 597.6K | $109M | +6.80% |
| Q4 2021 | 626.8K | $100M | +6.43% |
| Q3 2021 | 637.7K | $100M | +6.82% |
| Q2 2021 | 638.5K | $86M | +5.93% |
| Q1 2021 | 1.40M | $200M | +7.18% |
| Q4 2020 | 1.41M | $147M | +6.04% |
| Q3 2020 | 1.79M | $137M | +6.44% |
| Q2 2020 | 1.97M | $154M | +7.47% |
| Q1 2020 | 2.06M | $112M | +6.66% |
| Q4 2019 | 1.43M | $132M | +6.49% |
| Q3 2019 | 1.43M | $117M | +5.79% |
| Q2 2019 | 1.51M | $123M | +6.20% |
| Q1 2019 | 1.48M | $103M | +5.51% |
| Q4 2018 | 2.34M | $143M | +8.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fairview Capital Investment Management, LLC’s full portfolio or all institutional holders of LPLA.