Cetera Investment Advisers
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Cetera Investment Advisers’s LPL Financial LPLA Stock Holding History

Cetera Investment Advisers’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 		$5.08M Sell
18,019
-1,492
-8% -$448K ﹤0.01% 1613
2026
Q1 		$5.87M Buy
19,511
+752
+4% +$252K 0.01% 1404
2025
Q4 		$6.7M Sell
18,759
-239
-1% -$84.5K 0.01% 1271
2025
Q3 		$6.32M Sell
18,998
-85
-0.4% -$30.8K 0.01% 1245
2025
Q2 		$7.16M Buy
19,083
+683
+4% +$239K 0.01% 989
2025
Q1 		$6.02M Buy
18,400
+3,747
+26% +$1.3M 0.01% 1001
2024
Q4 		$4.78M Buy
14,653
+201
+1% +$59.4K 0.01% 1057
2024
Q3 		$3.36M Buy
14,452
+13
+0.1% +$2.93K 0.01% 1244
2024
Q2 		$4.03M Buy
14,439
+805
+6% +$219K 0.01% 1115
2024
Q1 		$3.6M Buy
13,634
+9,854
+261% +$2.49M 0.01% 1166
2023
Q4 		$860K Sell
3,780
-1,694
-31% -$381K 0.01% 1188
2023
Q3 		$1.3M Buy
5,474
+105
+2% +$24.4K 0.01% 937
2023
Q2 		$1.17M Sell
5,369
-354
-6% -$70.9K 0.01% 993
2023
Q1 		$1.16M Sell
5,723
-354
-6% -$80.9K 0.01% 963
2022
Q4 		$1.31M Buy
6,077
+756
+14% +$177K 0.01% 876
2022
Q3 		$1.16M Buy
5,321
+1,156
+28% +$246K 0.02% 655
2022
Q2 		$768K Buy
4,165
+2,108
+102% +$400K 0.01% 895
2022
Q1 		$376K Sell
2,057
-94
-4% -$16.4K 0.01% 1358
2021
Q4 		$344K Sell
2,151
-410
-16% -$67.7K ﹤0.01% 1416
2021
Q3 		$401K Sell
2,561
-841
-25% -$121K 0.01% 1264
2021
Q2 		$459K Sell
3,402
-293
-8% -$42.6K 0.01% 1169
2021
Q1 		$525K Buy
3,695
+1,320
+56% +$168K 0.01% 952
2020
Q4 		$248K Buy
+2,375
New +$213K ﹤0.01% 1350

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

Cetera Investment Advisers's LPLA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its LPL Financial (LPLA) stake by 7.6% in Q2 2026, selling an estimated $448K and leaving 18,019 shares worth $5.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Cetera Investment Advisers first reported a position in LPLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.16M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cetera Investment Advisers held 18,019 shares of LPL Financial worth $5.08M as of Q2 2026.
  • Cetera Investment Advisers sold 1,492 LPL Financial shares in Q2 2026, an estimated $448K.
  • LPL Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1613 holding.
  • Cetera Investment Advisers first reported a position in LPL Financial in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's LPL Financial position peaked at $7.16M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.