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Arax Advisory Partners’s LPL Financial LPLA Stock Holding History

Arax Advisory Partners’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 		$275K Buy
978
+833
+574% +$250K ﹤0.01% 2024
2026
Q1 		$43.4K Sell
145
-104
-42% -$34.9K ﹤0.01% 1744
2025
Q4 		$88.9K Sell
249
-3,262
-93% -$1.15M ﹤0.01% 1382
2025
Q3 		$1.17M Buy
3,511
+3,320
+1,738% +$1.2M 0.02% 601
2025
Q2 		$71.6K Buy
191
+7
+4% +$2.45K ﹤0.01% 1084
2025
Q1 		$60.2K Buy
184
+21
+13% +$7.31K ﹤0.01% 890
2024
Q4 		$53.2K Sell
163
-9
-5% -$2.66K ﹤0.01% 881
2024
Q3 		$40K Sell
172
-10
-5% -$2.25K ﹤0.01% 800
2024
Q2 		$50.7K Buy
182
+46
+34% +$12.5K ﹤0.01% 653
2024
Q1 		$35.8K Sell
136
-6
-4% -$1.51K ﹤0.01% 558
2023
Q4 		$32.2K Sell
142
-52
-27% -$11.7K ﹤0.01% 558
2023
Q3 		$46K Sell
194
-809
-81% -$188K 0.01% 474
2023
Q2 		$218K Buy
1,003
+8
+0.8% +$1.6K 0.03% 231
2023
Q1 		$201K Buy
995
+22
+2% +$5.03K 0.03% 235
2022
Q4 		$210K Buy
973
+2
+0.2% +$468 0.03% 220
2022
Q3 		$212K Sell
971
-54
-5% -$11.5K 0.03% 204
2022
Q2 		$189K Buy
1,025
+357
+53% +$67.8K 0.03% 223
2022
Q1 		$122K Buy
+668
New +$116K 0.02% 310

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

Arax Advisory Partners's LPLA Position: Q2 2026 in Review

Arax Advisory Partners increased its LPL Financial (LPLA) stake by 574% in Q2 2026, buying an estimated $250K and bringing the position to 978 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Arax Advisory Partners first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.17M in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Arax Advisory Partners held 978 shares of LPL Financial worth $275K as of Q2 2026.
  • Arax Advisory Partners bought 833 LPL Financial shares in Q2 2026, an estimated $250K.
  • LPL Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2024 holding.
  • Arax Advisory Partners first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Arax Advisory Partners's LPL Financial position peaked at $1.17M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.