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Avion Wealth’s LPL Financial LPLA Stock Holding History

Avion Wealth’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 		$4K Buy
15
+9
+150% +$2.7K ﹤0.01% 861
2026
Q1 		$1K Sell
6
-4
-40% -$1.34K ﹤0.01% 1081
2025
Q4 		$3K Buy
10
+4
+67% +$1.42K ﹤0.01% 798
2025
Q3 		$1K Sell
6
-5
-45% -$1.81K ﹤0.01% 1046
2025
Q2 		$4K Buy
11
+4
+57% +$1.4K ﹤0.01% 675
2025
Q1 		$2K Hold
7
– – ﹤0.01% 738
2024
Q4 		$2K Sell
7
-1
-13% -$296 ﹤0.01% 735
2024
Q3 		$1K Buy
8
+2
+33% +$451 ﹤0.01% 840
2024
Q2 		$1K Hold
6
– – ﹤0.01% 760
2024
Q1 		$2K Buy
6
+4
+200% +$1.01K ﹤0.01% 710
2023
Q4 		$0 Buy
+2
New +$450 ﹤0.01% 1233

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

Avion Wealth's LPLA Position: Q2 2026 in Review

Avion Wealth increased its LPL Financial (LPLA) stake by 150% in Q2 2026, buying an estimated $2.7K and bringing the position to 15 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Avion Wealth first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Avion Wealth held 15 shares of LPL Financial worth $4K as of Q2 2026.
  • Avion Wealth bought 9 LPL Financial shares in Q2 2026, an estimated $2.7K.
  • LPL Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #861 holding.
  • Avion Wealth first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.