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Brown, Lisle/Cummings’s LPL Financial LPLA Stock Holding History

Brown, Lisle/Cummings’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 		$1.89K Sell
7
-7
-50% -$2.1K ﹤0.01% 862
2026
Q1 		$4.12K Buy
14
+7
+100% +$2.35K ﹤0.01% 704
2025
Q4 		$2.39K Hold
7
– – ﹤0.01% 622
2025
Q3 		$2.23K Hold
7
– – ﹤0.01% 642
2025
Q2 		$2.51K Buy
7
+1
+17% +$350 ﹤0.01% 636
2025
Q1 		$1.96K Buy
+6
New +$2.09K ﹤0.01% 653

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

Brown, Lisle/Cummings's LPLA Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its LPL Financial (LPLA) stake by 50% in Q2 2026, selling an estimated $2.1K and leaving 7 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Brown, Lisle/Cummings first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.12K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Brown, Lisle/Cummings held 7 shares of LPL Financial worth $1.89K as of Q2 2026.
  • Brown, Lisle/Cummings sold 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
  • LPL Financial made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #862 holding.
  • Brown, Lisle/Cummings first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Brown, Lisle/Cummings's LPL Financial position peaked at $4.12K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.