ARQ Wealth Advisors’s LPL Financial LPLA Stock Holding History

ARQ Wealth 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	$987K	Sell	3,015 -75	-2%	-$22.5K	0.12%	118
2026 Q1	$930K	Buy	+3,090	New	+$1.04M	0.17%	100

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

ARQ Wealth Advisors's LPLA Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its LPL Financial (LPLA) stake by 2.4% in Q2 2026, selling an estimated $22.5K and leaving 3,015 shares worth $987K. The position accounts for 0.12% of the portfolio, ranked #118.

ARQ Wealth Advisors first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

ARQ Wealth Advisors held 3,015 shares of LPL Financial worth $987K as of Q2 2026.
ARQ Wealth Advisors sold 75 LPL Financial shares in Q2 2026, an estimated $22.5K.
LPL Financial made up 0.12% of ARQ Wealth Advisors's portfolio in Q2 2026, its #118 holding.
ARQ Wealth Advisors first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.