LPL Financial Holdings Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI increased by 108.1% to $10.02M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 87.6%, from $80.96M to $10.02M. Over 2 years (FY 2021 to FY 2025), Increase (Decrease) in Debt Securities, Trading, and Equity Securities, FV-NI shows a downward trend with a 15.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
High volatility indicates active trading strategies and sensitivity to market movements.
Reflects the net change in the fair value of securities held for trading purposes, which are marked-to-market through th...
Standard for banks with capital markets or trading divisions.
other_increase_decrease_in_trading_securities| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | -$18.55M | $2.03M | $6.85M | -$6.70M | $11.15M | -$461.00K | -$1.75M | $2.04M | $39.13M | -$32.90M | $20.44M | -$51.76M | $80.96M | $1.18M | $29.33M | -$123.11M | $10.02M |
| QoQ Change | — | +110.9% | +237.8% | -197.8% | +266.5% | -104.1% | -279.6% | +216.5% | >999% | -184.1% | +162.1% | -353.2% | +256.4% | -98.5% | >999% | -519.7% | +108.1% |
| YoY Change | — | — | — | — | +450.0% | +93.1% | — | -81.7% | — | <-999% | +903.0% | -232.3% | +346.1% | — | +43.5% | -137.8% | -87.6% |