Central Trust Company’s LPL Financial LPLA Stock Holding History

Central Trust Company’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	$95.2K	Buy	338 +5	+2%	+$1.5K	﹤0.01%	754
2026 Q1	$100K	Sell	333 -25	-7%	-$8.39K	﹤0.01%	713
2025 Q4	$128K	Hold	358	–	–	﹤0.01%	661
2025 Q3	$119K	Buy	358 +1	+0.3%	+$362	﹤0.01%	665
2025 Q2	$134K	Hold	357	–	–	﹤0.01%	626
2025 Q1	$117K	Hold	357	–	–	﹤0.01%	638
2024 Q4	$117K	Sell	357 -10	-3%	-$2.96K	﹤0.01%	631
2024 Q3	$85.4K	Hold	367	–	–	﹤0.01%	677
2024 Q2	$103K	Hold	367	–	–	﹤0.01%	650
2024 Q1	$97K	Hold	367	–	–	﹤0.01%	686
2023 Q4	$83.5K	Sell	367 -21	-5%	-$4.72K	﹤0.01%	700
2023 Q3	$92.2K	Buy	388 +18	+5%	+$4.18K	﹤0.01%	668
2023 Q2	$80.5K	Hold	370	–	–	﹤0.01%	702
2023 Q1	$74.9K	Hold	370	–	–	﹤0.01%	715
2022 Q4	$80K	Sell	370 -21	-5%	-$4.91K	﹤0.01%	690
2022 Q3	$85K	Hold	391	–	–	﹤0.01%	686
2022 Q2	$72K	Hold	391	–	–	﹤0.01%	706
2022 Q1	$71K	Hold	391	–	–	﹤0.01%	749
2021 Q4	$63K	Buy	391 +260	+198%	+$42.9K	﹤0.01%	757
2021 Q3	$21K	Buy	131 +21	+19%	+$3.02K	﹤0.01%	916
2021 Q2	$15K	Buy	110 +80	+267%	+$11.6K	﹤0.01%	944
2021 Q1	$4K	Sell	30 -20	-40%	-$2.55K	﹤0.01%	1044
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	968
2020 Q3	$4K	Sell	50 -20	-29%	-$1.59K	﹤0.01%	960
2020 Q2	$5K	Buy	+70	New	+$4.68K	﹤0.01%	925

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Central Trust Company's LPLA Position: Q2 2026 in Review

Central Trust Company increased its LPL Financial (LPLA) stake by 1.5% in Q2 2026, buying an estimated $1.5K and bringing the position to 338 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Central Trust Company first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $134K in Q2 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Central Trust Company held 338 shares of LPL Financial worth $95.2K as of Q2 2026.
Central Trust Company bought 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
LPL Financial made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #754 holding.
Central Trust Company first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
Central Trust Company's LPL Financial position peaked at $134K in Q2 2025.
253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.