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Beacon Investment Advisors’s LPL Financial LPLA Stock Holding History

Beacon Investment Advisors’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 		$2.6M Sell
9,231
-60
-0.6% -$18K 0.82% 29
2026
Q1 		$2.8M Sell
9,291
-96
-1% -$32.2K 1.06% 27
2025
Q4 		$3.35M Buy
9,387
+27
+0.3% +$9.55K 1.35% 16
2025
Q3 		$3.11M Buy
9,360
+17
+0.2% +$6.16K 1.27% 21
2025
Q2 		$3.41M Buy
9,343
+10
+0.1% +$3.5K 1.47% 18
2025
Q1 		$3.05M Sell
9,333
-1
-0% -$348 1.44% 17
2024
Q4 		$3.05M Buy
9,334
+3
+0% +$887 1.43% 19
2024
Q3 		$2.17M Buy
9,331
+97
+1% +$21.9K 1.03% 25
2024
Q2 		$2.58M Buy
9,234
+3
+0% +$814 1.32% 17
2024
Q1 		$2.44M Buy
9,231
+112
+1% +$28.3K 1.39% 19
2023
Q4 		$2.08M Buy
9,119
+4
+0% +$899 1.33% 19
2023
Q3 		$2.17M Sell
9,115
-7,508
-45% -$1.74M 1.53% 18
2023
Q2 		$3.61M Buy
16,623
+11,794
+244% +$2.36M 2.47% 7
2023
Q1 		$977K Buy
+4,829
New +$1.1M 0.71% 47

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

Beacon Investment Advisors's LPLA Position: Q2 2026 in Review

Beacon Investment Advisors reduced its LPL Financial (LPLA) stake by 0.65% in Q2 2026, selling an estimated $18K and leaving 9,231 shares worth $2.6M. The position accounts for 0.82% of the portfolio, ranked #29.

Beacon Investment Advisors first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.61M in Q2 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Beacon Investment Advisors held 9,231 shares of LPL Financial worth $2.6M as of Q2 2026.
  • Beacon Investment Advisors sold 60 LPL Financial shares in Q2 2026, an estimated $18K.
  • LPL Financial made up 0.82% of Beacon Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Beacon Investment Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
  • Beacon Investment Advisors's LPL Financial position peaked at $3.61M in Q2 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.