Advisory Services Network’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-258
| Closed | -$77.7K | – | 3593 |
|
|
2026
Q1 | $77.7K | Buy |
+258
| New | +$86.6K | ﹤0.01% | 2361 |
|
|
2025
Q4 | – | Sell |
-719
| Closed | -$239K | – | 3245 |
|
|
2025
Q3 | $239K | Buy |
719
+159
| +28% | +$57.6K | ﹤0.01% | 1592 |
|
|
2025
Q2 | $222K | Sell |
560
-134
| -19% | -$46.9K | ﹤0.01% | 1599 |
|
|
2025
Q1 | $227K | Sell |
694
-1,007
| -59% | -$351K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $555K | Sell |
1,701
-8,562
| -83% | -$2.53M | 0.01% | 994 |
|
|
2024
Q3 | $2.87M | Hold |
10,263
| – | – | 0.06% | 356 |
|
|
2024
Q2 | $2.87M | Buy |
10,263
+2,136
| +26% | +$580K | 0.06% | 356 |
|
|
2024
Q1 | $2.15M | Sell |
8,127
-233
| -3% | -$58.8K | 0.05% | 441 |
|
|
2023
Q4 | $1.9M | Buy |
8,360
+190
| +2% | +$42.7K | 0.05% | 441 |
|
|
2023
Q3 | $1.94M | Sell |
8,170
-1,406
| -15% | -$326K | 0.05% | 423 |
|
|
2023
Q2 | $2.08M | Buy |
9,576
+10
| +0.1% | +$2K | 0.06% | 400 |
|
|
2023
Q1 | $1.94M | Buy |
9,566
+1,157
| +14% | +$264K | 0.05% | 419 |
|
|
2022
Q4 | $1.82M | Buy |
8,409
+3,643
| +76% | +$852K | 0.06% | 401 |
|
|
2022
Q3 | $1.04M | Buy |
4,766
+246
| +5% | +$52.3K | 0.04% | 539 |
|
|
2022
Q2 | $834K | Buy |
4,520
+2,950
| +188% | +$560K | 0.03% | 626 |
|
|
2022
Q1 | $287K | Sell |
1,570
-321
| -17% | -$55.9K | 0.01% | 1178 |
|
|
2021
Q4 | $302K | Buy |
1,891
+1
| +0.1% | +$165 | 0.01% | 1126 |
|
|
2021
Q3 | $296K | Buy |
1,890
+40
| +2% | +$5.75K | 0.01% | 1109 |
|
|
2021
Q2 | $250K | Sell |
1,850
-300
| -14% | -$43.6K | 0.01% | 1162 |
|
|
2021
Q1 | $306K | Hold |
2,150
| – | – | 0.01% | 1017 |
|
|
2020
Q4 | $224K | Sell |
2,150
-42
| -2% | -$3.77K | 0.01% | 1023 |
|
|
2020
Q3 | $168K | Buy |
+2,192
| New | +$174K | 0.01% | 1038 |
|
|
2020
Q2 | – | Sell |
-2,160
| Closed | -$118K | – | 2016 |
|
|
2020
Q1 | $118K | Buy |
2,160
+1,932
| +847% | +$156K | 0.01% | 997 |
|
|
2019
Q4 | $21K | Sell |
228
-737
| -76% | -$63.3K | ﹤0.01% | 1983 |
|
|
2019
Q3 | $79K | Hold |
965
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q2 | $79K | Buy |
965
+360
| +60% | +$28.5K | ﹤0.01% | 1159 |
|
|
2019
Q1 | $42K | Buy |
605
+344
| +132% | +$24.8K | ﹤0.01% | 1305 |
|
|
2018
Q4 | $16K | Buy |
+261
| New | +$15.9K | ﹤0.01% | 1581 |
|
|
2018
Q3 | – | Sell |
-374
| Closed | -$26K | – | 2564 |
|
|
2018
Q2 | $26K | Sell |
374
-123
| -25% | -$8.08K | ﹤0.01% | 1451 |
|
|
2018
Q1 | $30K | Buy |
497
+30
| +6% | +$1.86K | ﹤0.01% | 1500 |
|
|
2017
Q4 | $27K | Buy |
+467
| New | +$24.6K | ﹤0.01% | 1515 |
|
|
2016
Q1 | – | Sell |
-110
| Closed | -$5K | – | 1738 |
|
|
2015
Q4 | $5K | Hold |
110
| – | – | ﹤0.01% | 1141 |
|
|
2015
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q2 | $5K | Buy |
110
+35
| +47% | +$1.51K | ﹤0.01% | 1082 |
|
|
2015
Q1 | $3K | Buy |
75
+25
| +50% | +$1.1K | ﹤0.01% | 1122 |
|
|
2014
Q4 | $2K | Buy |
+50
| New | +$2.15K | ﹤0.01% | 1097 |
|
|
2014
Q1 | – | Sell |
-95
| Closed | -$4K | – | 549 |
|
|
2013
Q4 | $4K | Buy |
+95
| New | +$3.99K | ﹤0.01% | 856 |
|
Other funds holding LPLA
JT
SC
Advisory Services Network's LPLA Position: Q2 2026 in Review
Advisory Services Network sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 258 shares — an estimated $77.7K sold.
Advisory Services Network first reported a position in LPLA in Q4 2013 and held it in 37 quarters. The position peaked at $2.87M in Q3 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Advisory Services Network reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 258 LPL Financial shares in Q2 2026, an estimated $77.7K.
- Advisory Services Network first reported a position in LPL Financial in Q4 2013 and held it in 37 quarters.
- Advisory Services Network's LPL Financial position peaked at $2.87M in Q3 2024.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.