LPL Financial Holdings (LPLA) Gains from Investment Securities (2010 - 2026)

LPL Financial Holdings (LPLA) posted quarterly Gains from Investment Securities of $7.5 million for Q1 2026, down 86.92% on a QoQ basis from $57.5 million in Q4 2025.

LPL Financial Holdings (LPLA) Gains from Investment Securities (2010 - 2026) Analysis & Trends

LPL Financial Holdings (LPLA) has reported Gains from Investment Securities for 17 consecutive years, with $7.5 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Gains from Investment Securities changed N/A year-over-year to $7.5 million; the TTM figure through Mar 2026 stood at $65.3 million (up 10728.18% YoY), while the FY2025 annual figure was $57.7 million, up 55.55% from the prior year.
  • Gains from Investment Securities came in at $7.5 million for Q1 2026 at LPL Financial Holdings, down from $57.5 million in the prior quarter.
  • The five-year high for Gains from Investment Securities was $57.5 million in Q4 2025, with the low at -$51.4 million in Q3 2023.
  • Average Gains from Investment Securities over 5 years is $7.8 million, with a median of $4.5 million recorded in 2022.
  • Across the five-year window, Gains from Investment Securities tumbled 2411.88% in 2023 and soared 2119.35% in 2024, its largest moves.
  • Year by year, Gains from Investment Securities stood at $18.5 million in 2022, then plunged by 91.23% to $1.6 million in 2023, then plunged by 306.3% to -$3.3 million in 2024, then surged by 1823.34% to $57.5 million in 2025, then tumbled by 86.92% to $7.5 million in 2026.
  • According to Business Quant data, Gains from Investment Securities over the past three periods registered $7.5 million, $57.5 million, and -$6.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn -
2 Goldman Sachs 309.79 Bn -627.76 Bn -
3 Schwab Charles 167.21 Bn 122.24 Bn -
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn -
7 Tradeweb Markets 21.59 Bn 20.34 Bn -
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn
10 Evercore 13.30 Bn 11.58 Bn 1.38 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 7.52 Mn
Mar 31, 2026 7.52 Mn
Dec 31, 2025 57.53 Mn
Dec 31, 2025 57.53 Mn
Sep 30, 2025 -6.69 Mn
Sep 30, 2025 -6.69 Mn
Jun 30, 2025 6.90 Mn
Jun 30, 2025 6.90 Mn
Dec 31, 2024 -3.34 Mn
Dec 31, 2024 -3.34 Mn
Sep 30, 2024 31.57 Mn
Sep 30, 2024 31.57 Mn
Jun 30, 2024 -28.85 Mn
Jun 30, 2024 -28.85 Mn
Mar 31, 2024 37.73 Mn
Mar 31, 2024 37.73 Mn
Dec 31, 2023 1.62 Mn
Dec 31, 2023 1.62 Mn
Sep 30, 2023 -51.37 Mn
Sep 30, 2023 -51.37 Mn