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Advocate Investing Services’s LPL Financial LPLA Stock Holding History

Advocate Investing Services’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 		$141K Hold
500
– – 0.11% 116
2026
Q1 		$150K Hold
500
– – 0.13% 108
2025
Q4 		$179K Buy
+500
New +$177K 0.16% 92

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

Advocate Investing Services's LPLA Position: Q2 2026 in Review

Advocate Investing Services held its LPL Financial (LPLA) position steady in Q2 2026 at 500 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #116.

Advocate Investing Services first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $179K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Advocate Investing Services held 500 shares of LPL Financial worth $141K as of Q2 2026.
  • Advocate Investing Services left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.11% of Advocate Investing Services's portfolio in Q2 2026, its #116 holding.
  • Advocate Investing Services first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's LPL Financial position peaked at $179K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.