Discontinued — last reported Q4 '17
LPL Financial Holdings Customer Collateral Assets increased by 10.0% to $1.10B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 38.8%, from $792.70M to $1.10B. Over 5 years (FY 2020 to FY 2025), Customer Collateral Assets shows an upward trend with a 16.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase generally signals higher transaction volume and client activity, while a decrease may indicate lower service utilization.
This metric tracks assets held by the company that have been provided by customers as collateral for various financial s...
Common in financial services firms, particularly those with large clearing, custody, or prime brokerage businesses.
customer_collateral_assets| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $638.20M | $693.10M | $738.60M | $754.70M | $733.10M | $721.80M | $652.50M | $666.00M | $660.80M | $680.30M | $664.60M | $678.90M | $673.40M | $736.20M | $795.30M | $792.70M | $899.10M | $1.00B | $1.00B | $1.10B |
| QoQ Change | — | +8.6% | +6.6% | +2.2% | -2.9% | -1.5% | -9.6% | +2.1% | -0.8% | +3.0% | -2.3% | +2.2% | -0.8% | +9.3% | +8.0% | -0.3% | +13.4% | +11.2% | +0.0% | +10.0% |
| YoY Change | — | — | — | — | +14.9% | +4.1% | -11.7% | -11.8% | -9.9% | -5.7% | +1.9% | +1.9% | +1.9% | +8.2% | +19.7% | +16.8% | +33.5% | +35.8% | +25.7% | +38.8% |