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Benjamin Edwards Inc’s LPL Financial LPLA Stock Holding History

Benjamin Edwards Inc’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 		$214K Sell
760
-108
-12% -$32.4K ﹤0.01% 1354
2026
Q1 		$261K Sell
868
-363
-29% -$122K ﹤0.01% 1215
2025
Q4 		$440K Sell
1,231
-426
-26% -$151K ﹤0.01% 989
2025
Q3 		$551K Buy
1,657
+163
+11% +$59.1K 0.01% 898
2025
Q2 		$560K Buy
1,494
+755
+102% +$265K 0.01% 819
2025
Q1 		$242K Sell
739
-26
-3% -$9.05K ﹤0.01% 994
2024
Q4 		$250K Buy
+765
New +$226K ﹤0.01% 1025
2024
Q3 		– Sell
-298
Closed -$83K – 1151
2024
Q2 		$83K Buy
298
+24
+9% +$6.51K 0.02% 447
2024
Q1 		$72K Buy
274
+5
+2% +$1.26K 0.01% 443
2023
Q4 		$61K Buy
269
+15
+6% +$3.37K 0.01% 459
2023
Q3 		$60K Buy
254
+21
+9% +$4.88K 0.01% 437
2023
Q2 		$51K Sell
233
-143
-38% -$28.6K 0.01% 461
2023
Q1 		$76K Buy
376
+182
+94% +$41.6K 0.02% 403
2022
Q4 		$42K Sell
194
-31
-14% -$7.25K 0.01% 434
2022
Q3 		$49K Buy
225
+41
+22% +$8.72K 0.01% 419
2022
Q2 		$34K Hold
184
– – 0.01% 466
2022
Q1 		$34K Buy
184
+14
+8% +$2.44K 0.01% 491
2021
Q4 		$27K Buy
170
+9
+6% +$1.49K 0.01% 486
2021
Q3 		$25K Hold
161
– – 0.02% 383
2021
Q2 		$22K Buy
+161
New +$23.4K 0.02% 328

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

Benjamin Edwards Inc's LPLA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its LPL Financial (LPLA) stake by 12% in Q2 2026, selling an estimated $32.4K and leaving 760 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Benjamin Edwards Inc first reported a position in LPLA in Q2 2021 and has held it in 20 quarters since. The position peaked at $560K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Benjamin Edwards Inc held 760 shares of LPL Financial worth $214K as of Q2 2026.
  • Benjamin Edwards Inc sold 108 LPL Financial shares in Q2 2026, an estimated $32.4K.
  • LPL Financial made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1354 holding.
  • Benjamin Edwards Inc first reported a position in LPL Financial in Q2 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's LPL Financial position peaked at $560K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.