AF
LPLA icon

Allworth Financial’s LPL Financial LPLA Stock Holding History

Allworth 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 		$1.16M Sell
4,107
-2,396
-37% -$719K ﹤0.01% 690
2026
Q1 		$1.96M Sell
6,503
-379
-6% -$127K 0.01% 543
2025
Q4 		$2.46M Sell
6,882
-162
-2% -$57.3K 0.01% 482
2025
Q3 		$2.34M Sell
7,044
-31
-0.4% -$11.2K 0.01% 471
2025
Q2 		$2.65M Buy
7,075
+6,544
+1,232% +$2.29M 0.01% 431
2025
Q1 		$168K Buy
531
+67
+14% +$23.3K ﹤0.01% 1009
2024
Q4 		$165K Sell
464
-95
-17% -$28.1K ﹤0.01% 1019
2024
Q3 		$130K Sell
559
-55
-9% -$12.4K ﹤0.01% 966
2024
Q2 		$130K Buy
614
+78
+15% +$21.2K ﹤0.01% 973
2024
Q1 		$142K Buy
536
+94
+21% +$23.7K ﹤0.01% 896
2023
Q4 		$101K Sell
442
-28
-6% -$6.29K ﹤0.01% 936
2023
Q3 		$112K Buy
470
+32
+7% +$7.43K ﹤0.01% 841
2023
Q2 		$95.2K Sell
438
-15
-3% -$3K ﹤0.01% 914
2023
Q1 		$91.8K Buy
453
+46
+11% +$10.5K ﹤0.01% 887
2022
Q4 		$88K Buy
407
+192
+89% +$44.9K ﹤0.01% 851
2022
Q3 		$47K Sell
215
-61
-22% -$13K ﹤0.01% 983
2022
Q2 		$51K Buy
276
+123
+80% +$23.4K ﹤0.01% 895
2022
Q1 		$28K Buy
+153
New +$26.6K ﹤0.01% 1110

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

Allworth Financial's LPLA Position: Q2 2026 in Review

Allworth Financial reduced its LPL Financial (LPLA) stake by 37% in Q2 2026, selling an estimated $719K and leaving 4,107 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Allworth Financial first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.65M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Allworth Financial held 4,107 shares of LPL Financial worth $1.16M as of Q2 2026.
  • Allworth Financial sold 2,396 LPL Financial shares in Q2 2026, an estimated $719K.
  • LPL Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #690 holding.
  • Allworth Financial first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's LPL Financial position peaked at $2.65M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.