Annex Advisory Services
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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
Q3 		$403K Sell
1,318
-10,810
-89% -$3.67M 0.01% 291
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Annex Advisory Services's LPLA Position: Q3 2026 in Review

Annex Advisory Services reduced its LPL Financial (LPLA) stake by 89% in Q3 2026, selling an estimated $3.67M and leaving 1,318 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #291.

Annex Advisory Services first reported a position in LPLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.03M in Q4 2024. 124 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Annex Advisory Services held 1,318 shares of LPL Financial worth $403K as of Q3 2026.
  • Annex Advisory Services sold 10,810 LPL Financial shares in Q3 2026, an estimated $3.67M.
  • LPL Financial made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #291 holding.
  • Annex Advisory Services first reported a position in LPL Financial in Q4 2023 and has held it in 12 quarters since.
  • Annex Advisory Services's LPL Financial position peaked at $4.03M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.