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Baker Tilly Wealth Management’s LPL Financial LPLA Stock Holding History

Baker Tilly Wealth Management’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
Q3 		$202K Sell
660
-451
-41% -$153K 0.04% 280
2026
Q2 		$313K Buy
1,111
+162
+17% +$48.6K 0.07% 215
2026
Q1 		$285K Buy
949
+31
+3% +$10.4K 0.07% 217
2025
Q4 		$328K Buy
918
+3
+0.3% +$1.06K 0.08% 207
2025
Q3 		$304K Buy
915
+185
+25% +$67.1K 0.07% 214
2025
Q2 		$274K Buy
+730
New +$256K 0.1% 194

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Baker Tilly Wealth Management's LPLA Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its LPL Financial (LPLA) stake by 41% in Q3 2026, selling an estimated $153K and leaving 660 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #280.

Baker Tilly Wealth Management first reported a position in LPLA in Q2 2025 and has held it in 6 quarters since. The position peaked at $328K in Q4 2025. 50 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Baker Tilly Wealth Management held 660 shares of LPL Financial worth $202K as of Q3 2026.
  • Baker Tilly Wealth Management sold 451 LPL Financial shares in Q3 2026, an estimated $153K.
  • LPL Financial made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #280 holding.
  • Baker Tilly Wealth Management first reported a position in LPL Financial in Q2 2025 and has held it in 6 quarters since.
  • Baker Tilly Wealth Management's LPL Financial position peaked at $328K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.