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| 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 |