In Q2 fiscal 2026 (the quarter ended June 30, 2026), LPL Financial's largest product or service was Annuities, with $727.75 million or 59% of revenue, up 15.6% from a year earlier. Next: Mutual Fund (21%), Other Investment (8%) and Fixed Income Securities (7%).
The fastest-growing product or service from a year earlier was Fixed Income Securities (+54.7%).
From company filings, in USD; latest quarter ended June 30, 2026; quarterly data from Q4 fiscal 2018.

Fiscal quarters, from company filings
| Product or service | Q2 FY26 | Q1 FY26 | Q3 FY25 | Q2 FY25 | Share |
|---|---|---|---|---|---|
| Annuities | $727.7M | $690.6M | $713.9M | $629.8M | 59% |
| Mutual Fund | $262.0M | $266.1M | $258.2M | $223.3M | 21% |
| Other Investment | $101.5M | $92.5M | $97.4M | $84.2M | 8% |
| Fixed Income Securities | $82.0M | $85.3M | $66.6M | $53.0M | 7% |
| Equity Securities | $58.8M | $57.5M | $51.5M | $47.8M | 5% |
In USD, fiscal quarters as reported; share = part of Q2 FY26 revenue.
Annuities: $727.75 million, or 59% of revenue, in Q2 fiscal 2026.
By revenue in Q2 fiscal 2026: Annuities (59%), Mutual Fund (21%), Other Investment (8%) and Fixed Income Securities (7%).
Click a bar to see that period below. Striped bars are calculated fourth quarters; an empty slot means it could not be calculated on the same basis i
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