CAPTRUST Financial Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.98M | Sell |
33,174
-3,516
| -10% | -$1.18M | 0.02% | 544 |
|
|
2025
Q4 | $13.1M | Sell |
36,690
-639
| -2% | -$226K | 0.02% | 424 |
|
|
2025
Q3 | $12.4M | Sell |
37,329
-158,884
| -81% | -$57.6M | 0.03% | 427 |
|
|
2025
Q2 | $73.6M | Buy |
196,213
+9,471
| +5% | +$3.32M | 0.16% | 115 |
|
|
2025
Q1 | $61.1M | Sell |
186,742
-29,128
| -13% | -$10.1M | 0.15% | 130 |
|
|
2024
Q4 | $70.5M | Buy |
215,870
+18,286
| +9% | +$5.41M | 0.2% | 102 |
|
|
2024
Q3 | $46M | Buy |
197,584
+182,076
| +1,174% | +$41M | 0.14% | 139 |
|
|
2024
Q2 | $4.33M | Buy |
15,508
+160
| +1% | +$43.4K | 0.01% | 537 |
|
|
2024
Q1 | $4.05M | Sell |
15,348
-2,392
| -13% | -$604K | 0.01% | 548 |
|
|
2023
Q4 | $4.04M | Sell |
17,740
-55
| -0.3% | -$12.4K | 0.01% | 625 |
|
|
2023
Q3 | $4.23M | Buy |
17,795
+2,310
| +15% | +$536K | 0.02% | 575 |
|
|
2023
Q2 | $3.37M | Buy |
15,485
+543
| +4% | +$109K | 0.01% | 632 |
|
|
2023
Q1 | $3.02M | Sell |
14,942
-3,305
| -18% | -$756K | 0.01% | 613 |
|
|
2022
Q4 | $3.94M | Sell |
18,247
-240
| -1% | -$56.1K | 0.02% | 499 |
|
|
2022
Q3 | $4.04M | Sell |
18,487
-2,041
| -10% | -$434K | 0.02% | 457 |
|
|
2022
Q2 | $3.79M | Sell |
20,528
-1,282
| -6% | -$243K | 0.02% | 438 |
|
|
2022
Q1 | $3.98M | Sell |
21,810
-66,981
| -75% | -$11.7M | 0.03% | 415 |
|
|
2021
Q4 | $14.2M | Sell |
88,791
-30,660
| -26% | -$5.06M | 0.1% | 193 |
|
|
2021
Q3 | $18.7M | Buy |
119,451
+15,384
| +15% | +$2.21M | 0.16% | 152 |
|
|
2021
Q2 | $14M | Buy |
104,067
+10,692
| +11% | +$1.55M | 0.13% | 163 |
|
|
2021
Q1 | $13.3M | Buy |
93,375
+5,881
| +7% | +$750K | 0.14% | 156 |
|
|
2020
Q4 | $9.12M | Buy |
87,494
+4,306
| +5% | +$387K | 0.12% | 171 |
|
|
2020
Q3 | $6.38M | Buy |
83,188
+4,361
| +6% | +$346K | 0.11% | 187 |
|
|
2020
Q2 | $6.05M | Sell |
78,827
-243
| -0.3% | -$16.2K | 0.1% | 196 |
|
|
2020
Q1 | $4.11M | Buy |
79,070
+30,647
| +63% | +$2.47M | 0.09% | 214 |
|
|
2019
Q4 | $4.55M | Buy |
48,423
+47,723
| +6,818% | +$4.1M | 0.07% | 244 |
|
|
2019
Q3 | $57K | Sell |
700
-1
| -0.1% | -$80 | ﹤0.01% | 951 |
|
|
2019
Q2 | $57K | Buy |
701
+700
| +70,000% | +$55.4K | ﹤0.01% | 930 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1863 |
|
|
2018
Q4 | $0 | Sell |
1
-267
| -100% | -$16.3K | ﹤0.01% | 1634 |
|
|
2018
Q3 | $17K | Sell |
268
-132
| -33% | -$8.75K | ﹤0.01% | 1067 |
|
|
2018
Q2 | $26K | Buy |
400
+131
| +49% | +$8.61K | ﹤0.01% | 866 |
|
|
2018
Q1 | $16K | Buy |
+269
| New | +$16.7K | ﹤0.01% | 903 |
|
Other funds holding LPLA
VPM
VCM
SC
CAPTRUST Financial Advisors's LPLA Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its LPL Financial (LPLA) stake by 9.6% in Q1 2026, selling an estimated $1.18M and leaving 33,174 shares worth $9.98M. The position accounts for 0.02% of the portfolio, ranked #544.
CAPTRUST Financial Advisors first reported a position in LPLA in Q1 2018 and has held it in 33 quarters since. The position peaked at $73.6M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.
- CAPTRUST Financial Advisors held 33,174 shares of LPL Financial worth $9.98M as of Q1 2026.
- CAPTRUST Financial Advisors sold 3,516 LPL Financial shares in Q1 2026, an estimated $1.18M.
- LPL Financial made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #544 holding.
- CAPTRUST Financial Advisors first reported a position in LPL Financial in Q1 2018 and has held it in 33 quarters since.
- CAPTRUST Financial Advisors's LPL Financial position peaked at $73.6M in Q2 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.