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Callan Family Office’s LPL Financial LPLA Stock Holding History

Callan Family Office’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 		$2.1M Buy
7,444
+770
+12% +$231K 0.04% 375
2026
Q1 		$2.01M Buy
6,674
+304
+5% +$102K 0.05% 351
2025
Q4 		$2.28M Buy
6,370
+2,985
+88% +$1.06M 0.05% 326
2025
Q3 		$1.13M Sell
3,385
-652
-16% -$236K 0.04% 355
2025
Q2 		$1.51M Buy
+4,037
New +$1.41M 0.05% 311

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 $3.38T AUM 44.17% 1-Year Est. Return

Callan Family Office's LPLA Position: Q2 2026 in Review

Callan Family Office increased its LPL Financial (LPLA) stake by 12% in Q2 2026, buying an estimated $231K and bringing the position to 7,444 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #375.

Callan Family Office first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Callan Family Office held 7,444 shares of LPL Financial worth $2.1M as of Q2 2026.
  • Callan Family Office bought 770 LPL Financial shares in Q2 2026, an estimated $231K.
  • LPL Financial made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #375 holding.
  • Callan Family Office first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's LPL Financial position peaked at $2.28M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.