American Capital Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
American Capital Advisory's LPLA Position: Q2 2026 in Review
American Capital Advisory reduced its LPL Financial (LPLA) stake by 25% in Q2 2026, selling an estimated $300 and leaving 3 shares worth $846. The position accounts for ﹤0.01% of the portfolio, ranked #837.
American Capital Advisory first reported a position in LPLA in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.2K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- American Capital Advisory held 3 shares of LPL Financial worth $846 as of Q2 2026.
- American Capital Advisory sold 1 LPL Financial share in Q2 2026, an estimated $300.
- LPL Financial made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #837 holding.
- American Capital Advisory first reported a position in LPL Financial in Q1 2025 and has held it in 4 quarters since.
- American Capital Advisory's LPL Financial position peaked at $1.2K in Q1 2026.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.