Blue Trust Inc
LPLA icon

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
Q3 		$18.3K Sell
60
-206
-77% -$70K ﹤0.01% 1536
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Blue Trust Inc's LPLA Position: Q3 2026 in Review

Blue Trust Inc reduced its LPL Financial (LPLA) stake by 77% in Q3 2026, selling an estimated $70K and leaving 60 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Blue Trust Inc first reported a position in LPLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $516K in Q2 2025. 209 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Blue Trust Inc held 60 shares of LPL Financial worth $18.3K as of Q3 2026.
  • Blue Trust Inc sold 206 LPL Financial shares in Q3 2026, an estimated $70K.
  • LPL Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1536 holding.
  • Blue Trust Inc first reported a position in LPL Financial in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's LPL Financial position peaked at $516K in Q2 2025.
  • 209 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.