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Beacon Pointe Advisors’s LPL Financial LPLA Stock Holding History

Beacon Pointe 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 		$601K Sell
2,135
-1,633
-43% -$490K ﹤0.01% 1248
2026
Q1 		$1.13M Buy
3,768
+1,165
+45% +$391K 0.01% 947
2025
Q4 		$930K Buy
2,603
+131
+5% +$46.3K 0.01% 860
2025
Q3 		$822K Buy
2,472
+1,021
+70% +$370K 0.01% 839
2025
Q2 		$544K Buy
1,451
+1
+0.1% +$350 0.01% 862
2025
Q1 		$474K Buy
1,450
+1
+0.1% +$348 0.01% 863
2024
Q4 		$473K Buy
1,449
+300
+26% +$88.7K 0.01% 850
2024
Q3 		$267K Sell
1,149
-71
-6% -$16K ﹤0.01% 1066
2024
Q2 		$341K Sell
1,220
-280
-19% -$76K ﹤0.01% 1014
2024
Q1 		$396K Buy
1,500
+347
+30% +$87.6K ﹤0.01% 1002
2023
Q4 		$263K Buy
1,153
+24
+2% +$5.39K ﹤0.01% 1117
2023
Q3 		$268K Buy
+1,129
New +$262K ﹤0.01% 1117
2023
Q2 		– Sell
-1,060
Closed -$215K – 1148
2023
Q1 		$215K Buy
+1,060
New +$242K ﹤0.01% 1041

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 Pointe Advisors's LPLA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its LPL Financial (LPLA) stake by 43% in Q2 2026, selling an estimated $490K and leaving 2,135 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Beacon Pointe Advisors first reported a position in LPLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Beacon Pointe Advisors held 2,135 shares of LPL Financial worth $601K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,633 LPL Financial shares in Q2 2026, an estimated $490K.
  • LPL Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1248 holding.
  • Beacon Pointe Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 13 quarters since.
  • Beacon Pointe Advisors's LPL Financial position peaked at $1.13M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.