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Annex Advisory Services’s LPL Financial LPLA Stock Holding History

Annex Advisory 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 		$3.42M Buy
12,128
+1,153
+11% +$346K 0.06% 130
2026
Q1 		$3.3M Buy
10,975
+2,603
+31% +$873K 0.06% 128
2025
Q4 		$2.99M Sell
8,372
-33
-0.4% -$11.7K 0.06% 137
2025
Q3 		$2.8M Sell
8,405
-383
-4% -$139K 0.06% 119
2025
Q2 		$3.3M Buy
8,788
+184
+2% +$64.5K 0.08% 105
2025
Q1 		$2.81M Sell
8,604
-3,747
-30% -$1.3M 0.08% 107
2024
Q4 		$4.03M Sell
12,351
-3,255
-21% -$963K 0.12% 94
2024
Q3 		$3.63M Buy
15,606
+4,056
+35% +$914K 0.12% 94
2024
Q2 		$3.23M Sell
11,550
-68
-0.6% -$18.5K 0.11% 93
2024
Q1 		$3.07M Sell
11,618
-593
-5% -$150K 0.11% 95
2023
Q4 		$2.78M Buy
+12,211
New +$2.74M 0.12% 96

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Annex Advisory Services increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $346K and bringing the position to 12,128 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #130.

Annex Advisory Services first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.03M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Annex Advisory Services held 12,128 shares of LPL Financial worth $3.42M as of Q2 2026.
  • Annex Advisory Services bought 1,153 LPL Financial shares in Q2 2026, an estimated $346K.
  • LPL Financial made up 0.06% of Annex Advisory Services's portfolio in Q2 2026, its #130 holding.
  • Annex Advisory Services first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Annex Advisory Services's LPL Financial position peaked at $4.03M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.