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Berger Financial Group’s LPL Financial LPLA Stock Holding History

Berger Financial Group’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 		$225K Buy
797
+48
+6% +$14.4K 0.01% 439
2026
Q1 		$225K Buy
749
+43
+6% +$14.4K 0.01% 432
2025
Q4 		$252K Hold
706
– – 0.01% 410
2025
Q3 		$235K Sell
706
-12
-2% -$4.35K 0.01% 400
2025
Q2 		$269K Sell
718
-67
-9% -$23.5K 0.02% 354
2025
Q1 		$257K Sell
785
-25
-3% -$8.71K 0.02% 361
2024
Q4 		$265K Sell
810
-64
-7% -$18.9K 0.02% 342
2024
Q3 		$203K Buy
874
+51
+6% +$11.5K 0.01% 379
2024
Q2 		$230K Buy
823
+13
+2% +$3.53K 0.02% 336
2024
Q1 		$214K Sell
810
-87
-10% -$22K 0.02% 345
2023
Q4 		$204K Sell
897
-8
-0.9% -$1.8K 0.02% 295
2023
Q3 		$215K Sell
905
-19
-2% -$4.41K 0.02% 262
2023
Q2 		$201K Buy
+924
New +$185K 0.02% 280

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

Berger Financial Group's LPLA Position: Q2 2026 in Review

Berger Financial Group increased its LPL Financial (LPLA) stake by 6.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 797 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #439.

Berger Financial Group first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $269K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Berger Financial Group held 797 shares of LPL Financial worth $225K as of Q2 2026.
  • Berger Financial Group bought 48 LPL Financial shares in Q2 2026, an estimated $14.4K.
  • LPL Financial made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #439 holding.
  • Berger Financial Group first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • Berger Financial Group's LPL Financial position peaked at $269K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.