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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
2025
Q4 		– Sell
-1,500
Closed -$499K – 1350
2025
Q3 		$499K Hold
1,500
– – 0.01% 933
2025
Q2 		$1.57K Buy
+1,500
New +$526K ﹤0.01% 1147

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
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 160 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.
  • 160 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.