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 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Tradeweb Markets 23.53 Bn 22.17 Bn -

Historic Data

Download Data
DateValue
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