BWS
LPLA icon

Buck Wealth Strategies’s LPL Financial LPLA Stock Holding History

Buck Wealth Strategies’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 		$7.36K Buy
+26
New +$7.8K ﹤0.01% 654

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Buck Wealth Strategies's LPLA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in LPL Financial (LPLA) in Q2 2026: 26 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings.

396 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Buck Wealth Strategies held 26 shares of LPL Financial worth $7.36K as of Q2 2026.
  • LPL Financial was a new Buck Wealth Strategies position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #654 holding.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.