Annis Gardner Whiting Capital Advisors’s LPL Financial LPLA Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-6	Closed	-$1.8K	–	863
2026 Q1	$1.8K	Hold	6	–	–	﹤0.01%	1067
2025 Q4	$2.14K	Hold	6	–	–	﹤0.01%	949
2025 Q3	$2K	Hold	6	–	–	﹤0.01%	883
2025 Q2	$2.25K	Buy	+6	New	+$2.1K	﹤0.01%	944
2024 Q3	–	Sell	-138	Closed	-$38.5K	–	856
2024 Q2	$38.5K	Hold	138	–	–	0.01%	445
2024 Q1	$36.5K	Buy	+138	New	+$34.8K	0.01%	442

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LPLA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 6 shares — an estimated $1.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in LPLA in Q1 2024 and held it in 6 quarters. The position peaked at $38.5K in Q2 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 6 LPL Financial shares in Q2 2026, an estimated $1.8K.
Annis Gardner Whiting Capital Advisors first reported a position in LPL Financial in Q1 2024 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's LPL Financial position peaked at $38.5K in Q2 2024.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.