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

LPL Financial Holdings (LPLA) recorded quarterly Gains from Investment Securities of $7.5 million in Q1 2026, down 86.92% quarter-over-quarter from $57.5 million in Q4 2025.

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

LPL Financial Holdings' Gains from Investment Securities history runs 17 years deep, the most recent figure standing at $7.5 million for 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 was $7.5 million for Q1 2026 at LPL Financial Holdings, down from $57.5 million in the prior quarter.
  • In the past five years, Gains from Investment Securities ranged from a high of $57.5 million in Q4 2025 to a low of -$51.4 million in Q3 2023.
  • Historically, Gains from Investment Securities has averaged $7.8 million across 5 years, with a median of $4.5 million in 2022.
  • The sharpest annual moves came in 2023 and 2024: Gains from Investment Securities slumped 2411.88% in 2023, then soared 2119.35% in 2024.
  • A 5-year view of Gains from Investment Securities shows it stood at $18.5 million in 2022, then tumbled by 91.23% to $1.6 million in 2023, then tumbled by 306.3% to -$3.3 million in 2024, then surged by 1823.34% to $57.5 million in 2025, then slumped by 86.92% to $7.5 million in 2026.
  • The last three Gains from Investment Securities figures came in at $7.5 million (Q1 2026), $57.5 million (Q4 2025), and -$6.7 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn -
2 Morgan Stanley 349.82 Bn 216.29 Bn -
3 Goldman Sachs 333.85 Bn -603.70 Bn -
4 Schwab Charles 160.31 Bn 115.33 Bn -
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn
6 Interactive Brokers 42.79 Bn 53.38 Bn -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn -
8 Tradeweb Markets 21.20 Bn 19.96 Bn -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn

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