LPL Financial Holdings Fractional shares - investment decreased by 0.4% to $370.12M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.7%, from $281.09M to $370.12M. Over 5 years (FY 2020 to FY 2025), Fractional shares - investment shows an upward trend with a 38.6% CAGR.
Fluctuations generally track client trading activity and platform volume.
This represents the company's investment in fractional share positions, often held to facilitate client trading or platf...
Specific to broker-dealers and fintech platforms that support fractional trading.
other_fractional_shares_investment| 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 | $114.57M | $112.75M | $102.83M | $103.11M | $122.25M | $132.75M | $147.08M | $147.86M | $177.13M | $197.09M | $210.93M | $233.79M | $278.68M | $281.09M | $313.40M | $348.16M | $371.68M | $370.12M |
| QoQ Change | — | -1.6% | -8.8% | +0.3% | +18.6% | +8.6% | +10.8% | +0.5% | +19.8% | +11.3% | +7.0% | +10.8% | +19.2% | +0.9% | +11.5% | +11.1% | +6.8% | -0.4% |
| YoY Change | — | — | — | — | +6.7% | +17.7% | +43.0% | +43.4% | +44.9% | +48.5% | +43.4% | +58.1% | +57.3% | +42.6% | +48.6% | +48.9% | +33.4% | +31.7% |