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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
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

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

Baker Tilly Wealth Management's LPLA Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its LPL Financial (LPLA) stake by 17% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,111 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #215.

Baker Tilly Wealth Management first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Baker Tilly Wealth Management held 1,111 shares of LPL Financial worth $313K as of Q2 2026.
  • Baker Tilly Wealth Management bought 162 LPL Financial shares in Q2 2026, an estimated $48.6K.
  • LPL Financial made up 0.07% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Baker Tilly Wealth Management first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's LPL Financial position peaked at $328K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.