BFIM
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Beese Fulmer Investment Management’s LPL Financial LPLA Stock Holding History

Beese Fulmer Investment 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 		– Sell
-676
Closed -$203K – 458
2026
Q1 		$203K Buy
+676
New +$227K 0.01% 417

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Beese Fulmer Investment Management's LPLA Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 676 shares — an estimated $203K sold.

Beese Fulmer Investment Management first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 224 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 676 LPL Financial shares in Q2 2026, an estimated $203K.
  • Beese Fulmer Investment Management first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
  • Beese Fulmer Investment Management's LPL Financial position peaked at $203K in Q1 2026.
  • 224 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.