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Capital Analysts LLC’s LPL Financial LPLA Stock Holding History

Capital Analysts LLC’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 		$75K Hold
265
– – ﹤0.01% 907
2026
Q1 		$80K Buy
265
+74
+39% +$24.8K ﹤0.01% 852
2025
Q4 		$68K Buy
191
+9
+5% +$3.18K ﹤0.01% 854
2025
Q3 		$61K Buy
182
+40
+28% +$14.5K ﹤0.01% 844
2025
Q2 		$53K Buy
142
+7
+5% +$2.45K ﹤0.01% 793
2025
Q1 		$44K Sell
135
-21
-13% -$7.31K ﹤0.01% 822
2024
Q4 		$51K Hold
156
– – ﹤0.01% 743
2024
Q3 		$36K Buy
156
+28
+22% +$6.31K ﹤0.01% 794
2024
Q2 		$36K Hold
128
– – ﹤0.01% 772
2024
Q1 		$34K Sell
128
-119
-48% -$30K ﹤0.01% 739
2023
Q4 		$56K Hold
247
– – ﹤0.01% 630
2023
Q3 		$59K Hold
247
– – ﹤0.01% 576
2023
Q2 		$54K Hold
247
– – ﹤0.01% 569
2023
Q1 		$50K Hold
247
– – ﹤0.01% 595
2022
Q4 		$53K Sell
247
-79
-24% -$18.5K ﹤0.01% 608
2022
Q3 		$71K Sell
326
-73
-18% -$15.5K ﹤0.01% 503
2022
Q2 		$74K Hold
399
– – 0.01% 481
2022
Q1 		$73K Sell
399
-56
-12% -$9.75K ﹤0.01% 495
2021
Q4 		$73K Hold
455
– – ﹤0.01% 508
2021
Q3 		$71K Hold
455
– – ﹤0.01% 525
2021
Q2 		$61K Buy
455
+45
+11% +$6.54K ﹤0.01% 532
2021
Q1 		$58K Buy
+410
New +$52.3K ﹤0.01% 561

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

Capital Analysts LLC's LPLA Position: Q2 2026 in Review

Capital Analysts LLC held its LPL Financial (LPLA) position steady in Q2 2026 at 265 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Capital Analysts LLC first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $80K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Capital Analysts LLC held 265 shares of LPL Financial worth $75K as of Q2 2026.
  • Capital Analysts LLC left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #907 holding.
  • Capital Analysts LLC first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Capital Analysts LLC's LPL Financial position peaked at $80K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.