Abacus Wealth Partners’s LPL Financial LPLA Stock Holding History

Abacus Wealth Partners’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-711	Closed	-$214K	–	426
2026 Q1	$214K	Buy	711 +48	+7%	+$16.1K	0.02%	460
2025 Q4	$237K	Buy	+663	New	+$234K	0.02%	422

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Abacus Wealth Partners's LPLA Position: Q2 2026 in Review

Abacus Wealth Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 711 shares — an estimated $214K sold.

Abacus Wealth Partners first reported a position in LPLA in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Abacus Wealth Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 711 LPL Financial shares in Q2 2026, an estimated $214K.
Abacus Wealth Partners first reported a position in LPL Financial in Q4 2025 and held it in 2 quarters.
Abacus Wealth Partners's LPL Financial position peaked at $237K in Q4 2025.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.