Bruce G. Allen Investments’s LPL Financial LPLA Stock Holding History

Bruce G. Allen Investments’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	Hold	4	–	–	﹤0.01%	800
2026 Q1	$1.2K	Hold	4	–	–	﹤0.01%	781
2025 Q4	$1.43K	Hold	4	–	–	﹤0.01%	756
2025 Q3	$1.33K	Hold	4	–	–	﹤0.01%	766
2025 Q2	$1.5K	Sell	4 -10	-71%	-$3.5K	﹤0.01%	757
2025 Q1	$4.58K	Hold	14	–	–	﹤0.01%	575
2024 Q4	$4.57K	Buy	14 +10	+250%	+$2.96K	﹤0.01%	592
2024 Q3	$931	Sell	4 -15	-79%	-$3.38K	﹤0.01%	832
2024 Q2	$5.31K	Sell	19 -10	-34%	-$2.71K	﹤0.01%	560
2024 Q1	$7.66K	Sell	29 -22	-43%	-$5.55K	0.01%	517
2023 Q4	$11.6K	Buy	+51	New	+$11.5K	0.01%	448

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's LPLA Position: Q2 2026 in Review

Bruce G. Allen Investments held its LPL Financial (LPLA) position steady in Q2 2026 at 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Bruce G. Allen Investments first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6K in Q4 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Bruce G. Allen Investments held 4 shares of LPL Financial worth $1.13K as of Q2 2026.
Bruce G. Allen Investments left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #800 holding.
Bruce G. Allen Investments first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's LPL Financial position peaked at $11.6K in Q4 2023.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.