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Beacon Investment Advisory Services’s LPL Financial LPLA Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-34
Closed -$10.2K – 832
2026
Q1 		$10.2K Buy
+34
New +$11.4K ﹤0.01% 639

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Beacon Investment Advisory Services's LPLA Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 34 shares — an estimated $10.2K sold.

Beacon Investment Advisory Services first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 34 LPL Financial shares in Q2 2026, an estimated $10.2K.
  • Beacon Investment Advisory Services first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's LPL Financial position peaked at $10.2K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.