Ameritas Advisory Services’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
$6.2K Buy
+22
New +$6.6K ﹤0.01% 1542
2025
Q4
– Sell
-8
Closed -$2.66K – 1618
2025
Q3
$2.66K Sell
8
-10
-56% -$3.63K ﹤0.01% 1945
2025
Q2
$6.75K Buy
+18
New +$6.31K ﹤0.01% 2152

Other funds holding LPLA

Ameritas Advisory Services's LPLA Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in LPL Financial (LPLA) in Q2 2026: 22 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #1542 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in LPLA as recently as Q3 2025.

Ameritas Advisory Services first reported a position in LPLA in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.75K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ameritas Advisory Services held 22 shares of LPL Financial worth $6.2K as of Q2 2026.
  • LPL Financial was a new Ameritas Advisory Services position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1542 holding.
  • Ameritas Advisory Services first reported a position in LPL Financial in Q2 2025 and has held it in 3 quarters since.
  • Ameritas Advisory Services's LPL Financial position peaked at $6.75K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.