LPL Financial Holdings Inc.

LPL Financial Holdings shares are trading higher after the company announced a strategic agreement to expand insurance capabilities and support for LPL advisors.

LPL Financial Holdings (LPLA) Could Be 15% Undervalued After Its July Asset Update

LPL Financial Holdings (LPLA) has drawn renewed attention to its stock after releasing July 2026 monthly activity data, reporting total client assets of US$2.55b and an advisory assets mix of 60.6%. See our latest analysis for LPL Financial Holdings. Set against this July activity update and recent technology and product announcements, LPL Financial Holdings’ 1 month share price return of 8.14% and 3 month gain of 23.88% suggest momentum has been building, even though the year to date share...

LPL Financial Reports Monthly Activity for July 2026

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%, compared to the end of June. Advisory assets as a percentage of total assets increased to 60.6%, up from 55.5% a year ago. Total organic net new assets (“NNA”) for July were $7.4 billion, translating to a 3.5% annualized growth rate. Total