Capital Advisors Ltd’s LPL Financial LPLA Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	3	–	–	﹤0.01%	1259
2026 Q1	$1K	Hold	3	–	–	﹤0.01%	1250
2025 Q4	$1K	Hold	3	–	–	﹤0.01%	1227
2025 Q3	$1K	Hold	3	–	–	﹤0.01%	1226
2025 Q2	$1K	Hold	3	–	–	﹤0.01%	1215
2025 Q1	$1K	Hold	3	–	–	﹤0.01%	1212
2024 Q4	$1K	Hold	3	–	–	﹤0.01%	1242
2024 Q3	$1K	Buy	3 +1	+50%	+$225	﹤0.01%	1236
2024 Q2	$1K	Buy	+2	New	+$543	﹤0.01%	1230
2022 Q4	–	Sell	-9	Closed	-$2K	–	1455
2022 Q3	$2K	Buy	+9	New	+$1.91K	﹤0.01%	865
2022 Q2	–	Sell	-2	Closed	–	–	1179
2022 Q1	$0	Buy	+2	New	+$348	﹤0.01%	1083

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

Capital Advisors Ltd's LPLA Position: Q2 2026 in Review

Capital Advisors Ltd held its LPL Financial (LPLA) position steady in Q2 2026 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Capital Advisors Ltd first reported a position in LPLA in Q1 2022 and has held it in 11 quarters since. The position peaked at $2K in Q3 2022. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Capital Advisors Ltd held 3 shares of LPL Financial worth $1K as of Q2 2026.
Capital Advisors Ltd left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1259 holding.
Capital Advisors Ltd first reported a position in LPL Financial in Q1 2022 and has held it in 11 quarters since.
Capital Advisors Ltd's LPL Financial position peaked at $2K in Q3 2022.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.