CCA
LPLA icon

Catalyst Capital Advisors’s LPL Financial LPLA Stock Holding History

Catalyst Capital 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 		$168K Hold
595
– – ﹤0.01% 211
2026
Q1 		$179K Sell
595
-1,890
-76% -$634K ﹤0.01% 210
2025
Q4 		$888K Sell
2,485
-5,475
-69% -$1.94M 0.02% 146
2025
Q3 		$2.65M Buy
7,960
+950
+14% +$344K 0.05% 103
2025
Q2 		$2.63M Buy
7,010
+5,300
+310% +$1.86M 0.05% 102
2025
Q1 		$559K Hold
1,710
– – 0.01% 176
2024
Q4 		$558K Sell
1,710
-842
-33% -$249K 0.01% 186
2024
Q3 		$594K Sell
2,552
-618
-19% -$139K 0.01% 181
2024
Q2 		$885K Sell
3,170
-250
-7% -$67.9K 0.02% 155
2024
Q1 		$904K Buy
3,420
+415
+14% +$105K 0.02% 161
2023
Q4 		$684K Buy
+3,005
New +$675K 0.02% 153
2023
Q2 		– Sell
-11,950
Closed -$2.42M – 350
2023
Q1 		$2.42M Sell
11,950
-10,300
-46% -$2.35M 0.07% 106
2022
Q4 		$4.81M Sell
22,250
-750
-3% -$175K 0.16% 63
2022
Q3 		$5.03M Sell
23,000
-550
-2% -$117K 0.19% 57
2022
Q2 		$4.34M Sell
23,550
-1,550
-6% -$294K 0.18% 69
2022
Q1 		$4.58M Sell
25,100
-1,850
-7% -$322K 0.2% 72
2021
Q4 		$4.31M Sell
26,950
-1,550
-5% -$256K 0.2% 78
2021
Q3 		$4.47M Sell
28,500
-1,500
-5% -$215K 0.22% 69
2021
Q2 		$4.05M Hold
30,000
– – 0.2% 78
2021
Q1 		$4.26M Buy
+30,000
New +$3.83M 0.24% 71

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

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

Catalyst Capital Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 595 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Catalyst Capital Advisors first reported a position in LPLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.03M in Q3 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Catalyst Capital Advisors held 595 shares of LPL Financial worth $168K as of Q2 2026.
  • Catalyst Capital Advisors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #211 holding.
  • Catalyst Capital Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 20 quarters since.
  • Catalyst Capital Advisors's LPL Financial position peaked at $5.03M in Q3 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.