Cerity Partners
LPLA icon

Cerity Partners’s LPL Financial LPLA Stock Holding History

Cerity Partners’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 		$1.95M Buy
6,916
+181
+3% +$54.3K ﹤0.01% 1614
2026
Q1 		$2.03M Buy
6,735
+42
+0.6% +$14.1K ﹤0.01% 1484
2025
Q4 		$2.39M Sell
6,693
-740
-10% -$262K ﹤0.01% 1298
2025
Q3 		$2.47M Sell
7,433
-2,578
-26% -$934K ﹤0.01% 1191
2025
Q2 		$3.75M Sell
10,011
-2,121
-17% -$743K 0.01% 938
2025
Q1 		$3.97M Buy
12,132
+284
+2% +$98.9K 0.01% 822
2024
Q4 		$3.13M Buy
11,848
+802
+7% +$237K 0.01% 913
2024
Q3 		$2.57M Buy
11,046
+6,865
+164% +$1.55M 0.01% 977
2024
Q2 		$1.17M Sell
4,181
-9,128
-69% -$2.48M ﹤0.01% 1153
2024
Q1 		$3.52M Buy
13,309
+8,357
+169% +$2.11M 0.01% 765
2023
Q4 		$1.13M Buy
+4,952
New +$1.11M ﹤0.01% 942
2023
Q3 		– Sell
-5,156
Closed -$1.12M – 1579
2023
Q2 		$1.12M Buy
5,156
+1,336
+35% +$268K ﹤0.01% 895
2023
Q1 		$772K Buy
3,820
+925
+32% +$211K ﹤0.01% 1091
2022
Q4 		$626K Sell
2,895
-2,033
-41% -$475K ﹤0.01% 845
2022
Q3 		$1.08M Sell
4,928
-566
-10% -$120K 0.01% 498
2022
Q2 		$1.01M Buy
5,494
+266
+5% +$50.5K 0.01% 549
2022
Q1 		$955K Buy
+5,228
New +$910K 0.01% 455
2021
Q1 		– Sell
-2,602
Closed -$270K – 727
2020
Q4 		$270K Buy
+2,602
New +$234K 0.01% 546

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 $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners's LPLA Position: Q2 2026 in Review

Cerity Partners increased its LPL Financial (LPLA) stake by 2.7% in Q2 2026, buying an estimated $54.3K and bringing the position to 6,916 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Cerity Partners first reported a position in LPLA in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.97M in Q1 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cerity Partners held 6,916 shares of LPL Financial worth $1.95M as of Q2 2026.
  • Cerity Partners bought 181 LPL Financial shares in Q2 2026, an estimated $54.3K.
  • LPL Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1614 holding.
  • Cerity Partners first reported a position in LPL Financial in Q4 2020 and has held it in 18 quarters since.
  • Cerity Partners's LPL Financial position peaked at $3.97M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.