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Blue Trust Inc’s LPL Financial LPLA Stock Holding History

Blue Trust 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 		$74.9K Sell
266
-26
-9% -$7.8K ﹤0.01% 1162
2026
Q1 		$87.8K Sell
292
-52
-15% -$17.4K ﹤0.01% 1084
2025
Q4 		$123K Buy
344
+74
+27% +$26.2K ﹤0.01% 965
2025
Q3 		$89.8K Sell
270
-1,105
-80% -$401K ﹤0.01% 1116
2025
Q2 		$516K Buy
1,375
+238
+21% +$83.4K 0.01% 437
2025
Q1 		$372K Buy
1,137
+1,090
+2,319% +$380K ﹤0.01% 493
2024
Q4 		$15.3K Sell
47
-930
-95% -$275K ﹤0.01% 1687
2024
Q3 		$273K Buy
977
+492
+101% +$111K ﹤0.01% 718
2024
Q2 		$128K Buy
485
+358
+282% +$97.2K ﹤0.01% 872
2024
Q1 		$33.6K Sell
127
-17
-12% -$4.29K ﹤0.01% 1050
2023
Q4 		$34K Sell
144
-3
-2% -$674 ﹤0.01% 1090
2023
Q3 		$32K Buy
147
+17
+13% +$3.95K ﹤0.01% 1011
2023
Q2 		$26K Sell
130
-33
-20% -$6.61K ﹤0.01% 948
2023
Q1 		$36K Sell
163
-17
-9% -$3.89K ﹤0.01% 1166
2022
Q4 		$39K Buy
180
+163
+959% +$38.1K ﹤0.01% 1030
2022
Q3 		$3K Buy
17
+4
+31% +$851 ﹤0.01% 1696
2022
Q2 		$2K Buy
+13
New +$2.47K ﹤0.01% 1671

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

Blue Trust Inc's LPLA Position: Q2 2026 in Review

Blue Trust Inc reduced its LPL Financial (LPLA) stake by 8.9% in Q2 2026, selling an estimated $7.8K and leaving 266 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Blue Trust Inc first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $516K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Blue Trust Inc held 266 shares of LPL Financial worth $74.9K as of Q2 2026.
  • Blue Trust Inc sold 26 LPL Financial shares in Q2 2026, an estimated $7.8K.
  • LPL Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1162 holding.
  • Blue Trust Inc first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's LPL Financial position peaked at $516K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.