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Advisornet Financial’s LPL Financial LPLA Stock Holding History

Advisornet Financial’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 		$5.07K Sell
18
-2
-10% -$600 ﹤0.01% 1760
2026
Q1 		$6.02K Sell
20
-7
-26% -$2.35K ﹤0.01% 1687
2025
Q4 		$9.64K Sell
27
-1
-4% -$354 ﹤0.01% 1558
2025
Q3 		$9.31K Buy
28
+1
+4% +$362 ﹤0.01% 1539
2025
Q2 		$10.1K Sell
27
-11
-29% -$3.85K ﹤0.01% 1477
2025
Q1 		$12.4K Buy
38
+18
+90% +$6.27K ﹤0.01% 1345
2024
Q4 		$6.53K Sell
20
-18
-47% -$5.32K ﹤0.01% 1425
2024
Q3 		$8.84K Sell
38
-32
-46% -$7.21K ﹤0.01% 1449
2024
Q2 		$19.6K Sell
70
-15
-18% -$4.07K ﹤0.01% 1098
2024
Q1 		$22.5K Buy
85
+73
+608% +$18.4K ﹤0.01% 1042
2023
Q4 		$2.73K Buy
+12
New +$2.7K ﹤0.01% 1625
2023
Q3 		– Sell
-48
Closed -$10.4K – 2367
2023
Q2 		$10.4K Sell
48
-13
-21% -$2.6K ﹤0.01% 1311
2023
Q1 		$12.3K Sell
61
-5
-8% -$1.14K ﹤0.01% 1242
2022
Q4 		$14.3K Buy
66
+17
+35% +$3.97K ﹤0.01% 1183
2022
Q3 		$11K Hold
49
– – ﹤0.01% 1310
2022
Q2 		$9K Buy
49
+44
+880% +$8.36K ﹤0.01% 1379
2022
Q1 		$1K Hold
5
– – ﹤0.01% 1906
2021
Q4 		$1K Buy
+5
New +$825 ﹤0.01% 1943

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 $3.38T AUM 44.17% 1-Year Est. Return

Advisornet Financial's LPLA Position: Q2 2026 in Review

Advisornet Financial reduced its LPL Financial (LPLA) stake by 10% in Q2 2026, selling an estimated $600 and leaving 18 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Advisornet Financial first reported a position in LPLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.5K in Q1 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Advisornet Financial held 18 shares of LPL Financial worth $5.07K as of Q2 2026.
  • Advisornet Financial sold 2 LPL Financial shares in Q2 2026, an estimated $600.
  • LPL Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1760 holding.
  • Advisornet Financial first reported a position in LPL Financial in Q4 2021 and has held it in 18 quarters since.
  • Advisornet Financial's LPL Financial position peaked at $22.5K in Q1 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.