Avior Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $547K | Sell |
1,942
-6
| -0.3% | -$1.8K | 0.01% | 492 |
|
|
2026
Q1 | $586K | Buy |
1,948
+38
| +2% | +$12.8K | 0.02% | 490 |
|
|
2025
Q4 | $682K | Sell |
1,910
-290
| -13% | -$103K | 0.02% | 385 |
|
|
2025
Q3 | $732K | Sell |
2,200
-297
| -12% | -$108K | 0.02% | 364 |
|
|
2025
Q2 | $936K | Sell |
2,497
-391
| -14% | -$137K | 0.03% | 299 |
|
|
2025
Q1 | $945K | Buy |
2,888
+409
| +16% | +$142K | 0.04% | 278 |
|
|
2024
Q4 | $809K | Buy |
2,479
+63
| +3% | +$18.6K | 0.03% | 327 |
|
|
2024
Q3 | $562K | Buy |
2,416
+42
| +2% | +$9.46K | 0.02% | 419 |
|
|
2024
Q2 | $663K | Sell |
2,374
-303
| -11% | -$82.2K | 0.03% | 364 |
|
|
2024
Q1 | $707K | Buy |
2,677
+107
| +4% | +$27K | 0.03% | 365 |
|
|
2023
Q4 | $585K | Buy |
2,570
+740
| +40% | +$166K | 0.04% | 308 |
|
|
2023
Q3 | $435K | Sell |
1,830
-304
| -14% | -$70.6K | 0.03% | 360 |
|
|
2023
Q2 | $464K | Buy |
2,134
+131
| +7% | +$26.2K | 0.03% | 361 |
|
|
2023
Q1 | $405K | Sell |
2,003
-234
| -10% | -$53.5K | 0.03% | 404 |
|
|
2022
Q4 | $484K | Sell |
2,237
-295
| -12% | -$69K | 0.04% | 313 |
|
|
2022
Q3 | $553K | Sell |
2,532
-777
| -23% | -$165K | 0.05% | 250 |
|
|
2022
Q2 | $610K | Sell |
3,309
-314
| -9% | -$59.6K | 0.06% | 225 |
|
|
2022
Q1 | $661K | Sell |
3,623
-2,202
| -38% | -$383K | 0.06% | 233 |
|
|
2021
Q4 | $932K | Hold |
5,825
| – | – | 0.08% | 211 |
|
|
2021
Q3 | $913K | Buy |
5,825
+1,074
| +23% | +$154K | 0.08% | 195 |
|
|
2021
Q2 | $641K | Sell |
4,751
-611
| -11% | -$88.9K | 0.06% | 247 |
|
|
2021
Q1 | $762K | Buy |
5,362
+366
| +7% | +$46.7K | 0.08% | 216 |
|
|
2020
Q4 | $520K | Buy |
4,996
+6
| +0.1% | +$539 | 0.06% | 256 |
|
|
2020
Q3 | $382K | Buy |
4,990
+300
| +6% | +$23.8K | 0.05% | 292 |
|
|
2020
Q2 | $367K | Buy |
4,690
+580
| +14% | +$38.8K | 0.06% | 298 |
|
|
2020
Q1 | $223K | Hold |
4,110
| – | – | 0.04% | 323 |
|
|
2019
Q4 | $379K | Hold |
4,110
| – | – | 0.06% | 272 |
|
|
2019
Q3 | $336K | Buy |
4,110
+510
| +14% | +$40.8K | 0.06% | 276 |
|
|
2019
Q2 | $294K | Hold |
3,600
| – | – | 0.05% | 301 |
|
|
2019
Q1 | $250K | Buy |
3,600
+280
| +8% | +$20.2K | 0.05% | 311 |
|
|
2018
Q4 | $202K | Buy |
3,320
+40
| +1% | +$2.44K | 0.05% | 314 |
|
|
2018
Q3 | $212K | Buy |
3,280
+550
| +20% | +$36.5K | 0.05% | 327 |
|
|
2018
Q2 | $179K | Buy |
2,730
+520
| +24% | +$34.2K | 0.04% | 350 |
|
|
2018
Q1 | $135K | Buy |
+2,210
| New | +$137K | 0.03% | 403 |
|
Other funds holding LPLA
JT
SC
Avior Wealth Management's LPLA Position: Q2 2026 in Review
Avior Wealth Management reduced its LPL Financial (LPLA) stake by 0.31% in Q2 2026, selling an estimated $1.8K and leaving 1,942 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #492.
Avior Wealth Management first reported a position in LPLA in Q1 2018 and has held it in 34 quarters since. The position peaked at $945K in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Avior Wealth Management held 1,942 shares of LPL Financial worth $547K as of Q2 2026.
- Avior Wealth Management sold 6 LPL Financial shares in Q2 2026, an estimated $1.8K.
- LPL Financial made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #492 holding.
- Avior Wealth Management first reported a position in LPL Financial in Q1 2018 and has held it in 34 quarters since.
- Avior Wealth Management's LPL Financial position peaked at $945K in Q1 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.