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Atria Investments’s LPL Financial LPLA Stock Holding History

Atria Investments’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 		$3.53M Sell
12,538
-1,822
-13% -$547K 0.04% 505
2026
Q1 		$4.32M Sell
14,360
-1,947
-12% -$653K 0.05% 414
2025
Q4 		$5.82M Sell
16,307
-1,055
-6% -$373K 0.07% 334
2025
Q3 		$5.78M Sell
17,362
-2,748
-14% -$996K 0.07% 341
2025
Q2 		$7.54M Buy
20,110
+111
+0.6% +$38.9K 0.09% 259
2025
Q1 		$6.54M Buy
19,999
+4,205
+27% +$1.46M 0.08% 276
2024
Q4 		$5.16M Buy
15,794
+336
+2% +$99.4K 0.06% 337
2024
Q3 		$3.6M Sell
15,458
-1,275
-8% -$287K 0.04% 460
2024
Q2 		$4.67M Buy
16,733
+4,548
+37% +$1.23M 0.06% 353
2024
Q1 		$3.22M Sell
12,185
-416
-3% -$105K 0.04% 479
2023
Q4 		$2.87M Buy
12,601
+948
+8% +$213K 0.04% 464
2023
Q3 		$2.77M Buy
11,653
+492
+4% +$114K 0.05% 455
2023
Q2 		$2.43M Sell
11,161
-258
-2% -$51.7K 0.04% 484
2023
Q1 		$2.31M Sell
11,419
-117
-1% -$26.7K 0.04% 491
2022
Q4 		$2.49M Sell
11,536
-1,944
-14% -$454K 0.05% 432
2022
Q3 		$2.94M Buy
13,480
+980
+8% +$208K 0.07% 358
2022
Q2 		$2.31M Buy
12,500
+529
+4% +$100K 0.05% 450
2022
Q1 		$2.19M Buy
11,971
+1,348
+13% +$235K 0.04% 539
2021
Q4 		$1.7M Buy
10,623
+936
+10% +$154K 0.03% 632
2021
Q3 		$1.52M Buy
+9,687
New +$1.39M 0.03% 634

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 $3.38T AUM 44.17% 1-Year Est. Return

Atria Investments's LPLA Position: Q2 2026 in Review

Atria Investments reduced its LPL Financial (LPLA) stake by 13% in Q2 2026, selling an estimated $547K and leaving 12,538 shares worth $3.53M. The position accounts for 0.04% of the portfolio, ranked #505.

Atria Investments first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.54M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Atria Investments held 12,538 shares of LPL Financial worth $3.53M as of Q2 2026.
  • Atria Investments sold 1,822 LPL Financial shares in Q2 2026, an estimated $547K.
  • LPL Financial made up 0.04% of Atria Investments's portfolio in Q2 2026, its #505 holding.
  • Atria Investments first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
  • Atria Investments's LPL Financial position peaked at $7.54M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.