Basepoint Wealth’s LPL Financial LPLA Stock Holding History

Basepoint 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	$1.13K	Hold	4	–	–	﹤0.01%	559
2026 Q1	$1.21K	Hold	4	–	–	﹤0.01%	570
2025 Q4	$1.43K	Buy	+4	New	+$1.42K	﹤0.01%	537

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Basepoint Wealth's LPLA Position: Q2 2026 in Review

Basepoint Wealth held its LPL Financial (LPLA) position steady in Q2 2026 at 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Basepoint Wealth first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Basepoint Wealth held 4 shares of LPL Financial worth $1.13K as of Q2 2026.
Basepoint Wealth left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #559 holding.
Basepoint Wealth first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's LPL Financial position peaked at $1.43K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.