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Buttonwood Financial Advisors’s LPL Financial LPLA Stock Holding History

Buttonwood Financial Advisors’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 		$1.04M Buy
3,685
+1,070
+41% +$321K 0.32% 58
2026
Q1 		$787K Buy
+2,615
New +$877K 0.26% 62

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Buttonwood Financial Advisors's LPLA Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its LPL Financial (LPLA) stake by 41% in Q2 2026, buying an estimated $321K and bringing the position to 3,685 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #58.

Buttonwood Financial Advisors first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Buttonwood Financial Advisors held 3,685 shares of LPL Financial worth $1.04M as of Q2 2026.
  • Buttonwood Financial Advisors bought 1,070 LPL Financial shares in Q2 2026, an estimated $321K.
  • LPL Financial made up 0.32% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Buttonwood Financial Advisors first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.