ARC
LPLA icon

Advisor Resource Council’s LPL Financial LPLA Stock Holding History

Advisor Resource Council’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 		$396K Buy
1,407
+2
+0.1% +$600 0.11% 170
2026
Q1 		$423K Buy
+1,405
New +$471K 0.14% 141
2025
Q2 		– Sell
-852
Closed -$279K – 407
2025
Q1 		$279K Buy
+852
New +$297K 0.02% 481

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Resource Council's LPLA Position: Q2 2026 in Review

Advisor Resource Council increased its LPL Financial (LPLA) stake by 0.14% in Q2 2026, buying an estimated $600 and bringing the position to 1,407 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #170.

Advisor Resource Council first reported a position in LPLA in Q1 2025 and has held it in 3 quarters since. The position peaked at $423K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Advisor Resource Council held 1,407 shares of LPL Financial worth $396K as of Q2 2026.
  • Advisor Resource Council bought 2 LPL Financial shares in Q2 2026, an estimated $600.
  • LPL Financial made up 0.11% of Advisor Resource Council's portfolio in Q2 2026, its #170 holding.
  • Advisor Resource Council first reported a position in LPL Financial in Q1 2025 and has held it in 3 quarters since.
  • Advisor Resource Council's LPL Financial position peaked at $423K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.