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Cetera Trust Company’s LPL Financial LPLA Stock Holding History

Cetera 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 		$21.1K Hold
75
– – 0.01% 253
2026
Q1 		$22.6K Hold
75
– – 0.01% 249
2025
Q4 		$26.8K Sell
75
-125
-63% -$44.2K 0.01% 240
2025
Q3 		$66.5K Sell
200
-1,010
-83% -$366K 0.04% 215
2025
Q2 		$454K Buy
1,210
+55
+5% +$19.3K 0.27% 69
2025
Q1 		$378K Hold
1,155
– – 0.24% 68
2024
Q4 		$377K Sell
1,155
-5
-0.4% -$1.48K 0.24% 69
2024
Q3 		$270K Hold
1,160
– – 0.17% 123
2024
Q2 		$324K Hold
1,160
– – 0.2% 85
2024
Q1 		$306K Sell
1,160
-50
-4% -$12.6K 0.18% 96
2023
Q4 		$275K Buy
+1,210
New +$272K 0.17% 107

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 Trust Company's LPLA Position: Q2 2026 in Review

Cetera Trust Company held its LPL Financial (LPLA) position steady in Q2 2026 at 75 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #253.

Cetera Trust Company first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $454K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cetera Trust Company held 75 shares of LPL Financial worth $21.1K as of Q2 2026.
  • Cetera Trust Company left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.01% of Cetera Trust Company's portfolio in Q2 2026, its #253 holding.
  • Cetera Trust Company first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's LPL Financial position peaked at $454K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.