What is LPL Financial Holdings's cumulative cost basis?

LPL Financial Holdings (LPLA) reported cumulative cost basis of $3.18B in Q4 2025.

How has LPL Financial Holdings's cumulative cost basis changed year-over-year?

LPL Financial Holdings's cumulative cost basis increased by 22.4% year-over-year, from $2.59B to $3.18B.

What is the long-term trend for LPL Financial Holdings's cumulative cost basis?

Over 5 years (2020 to 2025), LPL Financial Holdings's cumulative cost basis has grown at a 24.2% compound annual growth rate (CAGR), from $1.07B to $3.18B.

What does cumulative cost basis mean?

The original total cost of assets or liabilities before any accounting adjustments.

Other

Cumulative Cost Basis

LPL Financial Holdings Cumulative Cost Basis increased by 22.4% to $3.18B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 22.4%, from $2.59B to $3.18B. Over 5 years (FY 2020 to FY 2025), Cumulative Cost Basis shows an upward trend with a 24.2% CAGR.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryCapital Allocation

SignalContext dependent

VolatilityStable

First reportedQ1 2021

Last reportedQ1 2026

How to read this metric

Provides a stable reference point for the scale of the bank's investment activities and historical capital deployment.

Detailed definition

The cumulative cost basis represents the original purchase price or historical cost of assets or liabilities before any...

Peer comparison

Universal accounting concept used by all financial institutions to track historical investment scale.

Metric ID: cumulative_cost_basis

Historical Data

5 periods

	Q4 '21	Q4 '22	Q4 '23	Q4 '24	Q4 '25
Value	$1.28B	$1.60B	$1.99B	$2.59B	$3.18B
QoQ Change	—	+24.5%	+24.6%	+30.3%	+22.4%
YoY Change	—	+24.5%	+24.6%	+30.3%	+22.4%

Range$1.28B – $3.18B

CAGR+147.4%

Avg YoY Growth+25.5%

Median YoY Growth+24.6%

Current Streak4+ quarters growth

Cumulative Cost Basis at Other Companies

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Frequently Asked Questions

What is LPL Financial Holdings's cumulative cost basis?: LPL Financial Holdings (LPLA) reported cumulative cost basis of $3.18B in Q4 2025.
How has LPL Financial Holdings's cumulative cost basis changed year-over-year?: LPL Financial Holdings's cumulative cost basis increased by 22.4% year-over-year, from $2.59B to $3.18B.
What is the long-term trend for LPL Financial Holdings's cumulative cost basis?: Over 5 years (2020 to 2025), LPL Financial Holdings's cumulative cost basis has grown at a 24.2% compound annual growth rate (CAGR), from $1.07B to $3.18B.
What does cumulative cost basis mean?: The original total cost of assets or liabilities before any accounting adjustments.