AssetMark Inc
LPLA icon

AssetMark Inc’s LPL Financial LPLA Stock Holding History

AssetMark Inc’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 		$1.27M Buy
4,512
+1,059
+31% +$318K ﹤0.01% 1044
2026
Q1 		$1.04M Buy
3,453
+852
+33% +$286K ﹤0.01% 1035
2025
Q4 		$929K Buy
2,601
+1,064
+69% +$376K ﹤0.01% 1030
2025
Q3 		$511K Buy
1,537
+72
+5% +$26.1K ﹤0.01% 1095
2025
Q2 		$549K Buy
1,465
+238
+19% +$83.4K ﹤0.01% 1027
2025
Q1 		$401K Buy
1,227
+648
+112% +$226K ﹤0.01% 1028
2024
Q4 		$189K Sell
579
-93
-14% -$27.5K ﹤0.01% 1111
2024
Q3 		$156K Buy
672
+31
+5% +$6.99K ﹤0.01% 1063
2024
Q2 		$179K Buy
641
+69
+12% +$18.7K ﹤0.01% 1018
2024
Q1 		$151K Buy
572
+80
+16% +$20.2K ﹤0.01% 992
2023
Q4 		$112K Buy
492
+139
+39% +$31.2K ﹤0.01% 1018
2023
Q3 		$83.9K Sell
353
-33
-9% -$7.66K ﹤0.01% 1013
2023
Q2 		$83.9K Buy
386
+244
+172% +$48.9K ﹤0.01% 982
2023
Q1 		$28.7K Sell
142
-77
-35% -$17.6K ﹤0.01% 1139
2022
Q4 		$47.3K Buy
219
+1
+0.5% +$234 ﹤0.01% 1054
2022
Q3 		$48K Buy
218
+13
+6% +$2.77K ﹤0.01% 945
2022
Q2 		$38K Buy
205
+122
+147% +$23.2K ﹤0.01% 990
2022
Q1 		$15K Buy
+83
New +$14.5K ﹤0.01% 1128
2021
Q2 		– Sell
-40
Closed -$6K – 1454
2021
Q1 		$6K Sell
40
-22
-35% -$2.81K ﹤0.01% 985
2020
Q4 		$6K Buy
62
+15
+32% +$1.35K ﹤0.01% 997
2020
Q3 		$4K Hold
47
– – ﹤0.01% 1008
2020
Q2 		$4K Sell
47
-1,256
-96% -$83.9K ﹤0.01% 977
2020
Q1 		$71K Sell
1,303
-381
-23% -$30.7K ﹤0.01% 625
2019
Q4 		$155K Buy
1,684
+148
+10% +$12.7K ﹤0.01% 569
2019
Q3 		$126K Buy
1,536
+1,166
+315% +$93.3K ﹤0.01% 568
2019
Q2 		$30K Sell
370
-28
-7% -$2.21K ﹤0.01% 810
2019
Q1 		$28K Sell
398
-608
-60% -$43.8K ﹤0.01% 813
2018
Q4 		$61K Buy
1,006
+200
+25% +$12.2K ﹤0.01% 647
2018
Q3 		$52K Buy
806
+40
+5% +$2.65K ﹤0.01% 735
2018
Q2 		$50K Buy
766
+16
+2% +$1.05K ﹤0.01% 722
2018
Q1 		$46K Sell
750
-34
-4% -$2.11K ﹤0.01% 751
2017
Q4 		$45K Buy
+784
New +$41.3K ﹤0.01% 815

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

AssetMark Inc's LPLA Position: Q2 2026 in Review

AssetMark Inc increased its LPL Financial (LPLA) stake by 31% in Q2 2026, buying an estimated $318K and bringing the position to 4,512 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

AssetMark Inc first reported a position in LPLA in Q4 2017 and has held it in 32 quarters since. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • AssetMark Inc held 4,512 shares of LPL Financial worth $1.27M as of Q2 2026.
  • AssetMark Inc bought 1,059 LPL Financial shares in Q2 2026, an estimated $318K.
  • LPL Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1044 holding.
  • AssetMark Inc first reported a position in LPL Financial in Q4 2017 and has held it in 32 quarters since.
  • 253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.