Burney Company’s LPL Financial LPLA Stock Holding History

Burney Company’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	$793K	Sell	2,817 -978	-26%	-$294K	0.02%	390
2026 Q1	$1.14M	Sell	3,795 -26,088	-87%	-$8.75M	0.04%	301
2025 Q4	$10.7M	Sell	29,883 -1,181	-4%	-$418K	0.33%	69
2025 Q3	$10.3M	Buy	31,064 +1,227	+4%	+$445K	0.33%	75
2025 Q2	$11.2M	Buy	+29,837	New	+$10.5M	0.38%	65
2024 Q4	–	Sell	-5,809	Closed	-$1.35M	–	608
2024 Q3	$1.35M	Buy	+5,809	New	+$1.31M	0.05%	274

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 $3.37T AUM 44.26% 1-Year Est. Return

Burney Company's LPLA Position: Q2 2026 in Review

Burney Company reduced its LPL Financial (LPLA) stake by 26% in Q2 2026, selling an estimated $294K and leaving 2,817 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #390.

Burney Company first reported a position in LPLA in Q3 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Burney Company held 2,817 shares of LPL Financial worth $793K as of Q2 2026.
Burney Company sold 978 LPL Financial shares in Q2 2026, an estimated $294K.
LPL Financial made up 0.02% of Burney Company's portfolio in Q2 2026, its #390 holding.
Burney Company first reported a position in LPL Financial in Q3 2024 and has held it in 6 quarters since.
Burney Company's LPL Financial position peaked at $11.2M in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.