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Bogart Wealth LLC’s LPL Financial LPLA Stock Holding History

Bogart Wealth LLC’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 		$1.13K Sell
4
-3
-43% -$900 ﹤0.01% 1590
2026
Q1 		$2.11K Buy
7
+5
+250% +$1.68K ﹤0.01% 1268
2025
Q4 		$714 Buy
+2
New +$707 ﹤0.01% 1380
2022
Q4 		– Sell
-57
Closed -$12K – 1137
2022
Q3 		$12K Buy
+57
New +$12.1K ﹤0.01% 513

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 $3.38T AUM 44.17% 1-Year Est. Return

Bogart Wealth LLC's LPLA Position: Q2 2026 in Review

Bogart Wealth LLC reduced its LPL Financial (LPLA) stake by 43% in Q2 2026, selling an estimated $900 and leaving 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Bogart Wealth LLC first reported a position in LPLA in Q3 2022 and has held it in 4 quarters since. The position peaked at $12K in Q3 2022. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of LPL Financial worth $1.13K as of Q2 2026.
  • Bogart Wealth LLC sold 3 LPL Financial shares in Q2 2026, an estimated $900.
  • LPL Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1590 holding.
  • Bogart Wealth LLC first reported a position in LPL Financial in Q3 2022 and has held it in 4 quarters since.
  • Bogart Wealth LLC's LPL Financial position peaked at $12K in Q3 2022.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.