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Brighton Jones LLC’s LPL Financial LPLA Stock Holding History

Brighton Jones 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 		$321K Buy
1,141
+43
+4% +$12.9K 0.01% 1021
2026
Q1 		$330K Buy
+1,098
New +$368K 0.01% 882
2025
Q4 		– Sell
-1,230
Closed -$409K – 562
2025
Q3 		$409K Buy
1,230
+31
+3% +$11.2K 0.01% 697
2025
Q2 		$450K Sell
1,199
-11
-0.9% -$3.85K 0.01% 577
2025
Q1 		$396K Buy
+1,210
New +$421K 0.01% 460

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brighton Jones LLC's LPLA Position: Q2 2026 in Review

Brighton Jones LLC increased its LPL Financial (LPLA) stake by 3.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,141 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1021.

Brighton Jones LLC first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $450K in Q2 2025. 440 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Brighton Jones LLC held 1,141 shares of LPL Financial worth $321K as of Q2 2026.
  • Brighton Jones LLC bought 43 LPL Financial shares in Q2 2026, an estimated $12.9K.
  • LPL Financial made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1021 holding.
  • Brighton Jones LLC first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • Brighton Jones LLC's LPL Financial position peaked at $450K in Q2 2025.
  • 440 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.