LPL Financial Holdings (LPLA) Gains from Investment Securities (2024 - 2026)
LPL Financial Holdings (LPLA) posted quarterly Gains from Investment Securities of -$2.8 million for Q2 2026, down 1004.21% year-over-year from $309000.0 in Q2 2025, and down 137.14% on a QoQ basis from $7.5 million in Q1 2026.
LPL Financial Holdings (LPLA) Gains from Investment Securities (2024 - 2026) Analysis & Trends
LPL Financial Holdings has reported Gains from Investment Securities for 3 years, with the latest figure at -$2.8 million in Q2 2026.
- Gains from Investment Securities for Q2 2026 came in at -$2.8 million, down 1004.21% year-over-year; the trailing twelve-month figure through Jun 2026 was $22.0 million (changed N/A YoY), and the FY2025 annual result was $24.2 million, down 42.08% from the prior year.
- Gains from Investment Securities slipped to -$2.8 million in Q2 2026, from $7.5 million in the prior quarter.
- Over five years, Gains from Investment Securities peaked at $14.6 million in Q4 2025 and troughed at -$2.8 million in Q2 2026.
- A 3-year average of $5.7 million and a median of $6.6 million in 2025 frame the typical range for Gains from Investment Securities.
- The widest annual swing landed in 2025, when Gains from Investment Securities advanced 29.65%; it then sank 1004.21% in 2026.
- A 3-year view of Gains from Investment Securities shows it stood at $11.2 million in 2024, then increased by 29.65% to $14.6 million in 2025, then sank by 119.16% to -$2.8 million in 2026.
- Per Business Quant data, the three most recent Gains from Investment Securities figures were -$2.8 million in Q2 2026, $7.5 million in Q1 2026, and $14.6 million in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -2.79 Mn |
| Jun 30, 2026 | -2.79 Mn |
| Mar 31, 2026 | 7.52 Mn |
| Mar 31, 2026 | 7.52 Mn |
| Dec 31, 2025 | 14.58 Mn |
| Dec 31, 2025 | 14.58 Mn |
| Sep 30, 2025 | 2.68 Mn |
| Sep 30, 2025 | 2.68 Mn |
| Jun 30, 2025 | 309,000.00 |
| Jun 30, 2025 | 309,000.00 |
| Mar 31, 2025 | 6.59 Mn |
| Mar 31, 2025 | 6.59 Mn |
| Dec 31, 2024 | 11.25 Mn |
| Dec 31, 2024 | 11.25 Mn |