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Aspect Partners’s LPL Financial LPLA Stock Holding History

Aspect 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 		– Sell
-5
Closed -$1.5K – 726
2026
Q1 		$1.5K Hold
5
– – ﹤0.01% 545
2025
Q4 		$1.79K Hold
5
– – ﹤0.01% 545
2025
Q3 		$1.66K Buy
+5
New +$1.81K ﹤0.01% 596

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Aspect Partners's LPLA Position: Q2 2026 in Review

Aspect Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 5 shares — an estimated $1.5K sold.

Aspect Partners first reported a position in LPLA in Q3 2025 and held it in 3 quarters. The position peaked at $1.79K in Q4 2025. 160 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Aspect Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
  • Aspect Partners first reported a position in LPL Financial in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's LPL Financial position peaked at $1.79K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.