Other

Debt securities

LPL Financial Holdings Debt securities increased by 9.6% to $100.32M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 27.3%, from $138.01M to $100.32M. Over 5 years (FY 2020 to FY 2025), Debt securities shows an upward trend with a 16.6% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
First reportedQ4 2017
Last reportedQ1 2026
Metric ID: other_debt_securities

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$49.19M$43.71M$47.70M$62.18M$52.61M$50.81M$50.08M$52.62M$91.31M$57.45M$89.85M$111.10M$57.48M$138.01M$139.96M$215.22M$91.53M$100.32M
QoQ Change-11.1%+9.1%+30.4%-15.4%-3.4%-1.4%+5.1%+73.5%-37.1%+56.4%+23.6%-48.3%+140.1%+1.4%+53.8%-57.5%+9.6%
YoY Change+6.9%+16.2%+5.0%-15.4%+73.6%+13.1%+79.4%+111.1%-37.0%+140.2%+55.8%+93.7%+59.2%-27.3%
Range$43.71M$215.22M
CAGR+18.3%
Avg YoY Growth+41.0%
Median YoY Growth+36.0%

Frequently Asked Questions

What is LPL Financial Holdings's debt securities?
LPL Financial Holdings (LPLA) reported debt securities of $100.32M in Q1 2026.
How has LPL Financial Holdings's debt securities changed year-over-year?
LPL Financial Holdings's debt securities decreased by 27.3% year-over-year, from $138.01M to $100.32M.
What is the long-term trend for LPL Financial Holdings's debt securities?
Over 5 years (2020 to 2025), LPL Financial Holdings's debt securities has grown at a 16.6% compound annual growth rate (CAGR), from $42.49M to $91.53M.