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CGN Advisors’s LPL Financial LPLA Stock Holding History

CGN 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 		$1.88M Buy
6,679
+762
+13% +$229K 0.14% 137
2026
Q1 		$1.78M Buy
5,917
+99
+2% +$33.2K 0.14% 138
2025
Q4 		$2.08M Sell
5,818
-1,140
-16% -$403K 0.16% 121
2025
Q3 		$2.31M Buy
6,958
+114
+2% +$41.3K 0.19% 113
2025
Q2 		$2.57M Buy
6,844
+127
+2% +$44.5K 0.23% 93
2025
Q1 		$2.2M Sell
6,717
-811
-11% -$282K 0.22% 107
2024
Q4 		$2.46M Sell
7,528
-444
-6% -$131K 0.24% 99
2024
Q3 		$1.85M Buy
7,972
+867
+12% +$195K 0.19% 122
2024
Q2 		$1.98M Buy
7,105
+301
+4% +$81.7K 0.23% 109
2024
Q1 		$1.8M Buy
6,804
+824
+14% +$208K 0.23% 112
2023
Q4 		$1.36M Buy
+5,980
New +$1.34M 0.19% 129

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

CGN Advisors's LPLA Position: Q2 2026 in Review

CGN Advisors increased its LPL Financial (LPLA) stake by 13% in Q2 2026, buying an estimated $229K and bringing the position to 6,679 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #137.

CGN Advisors first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.57M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • CGN Advisors held 6,679 shares of LPL Financial worth $1.88M as of Q2 2026.
  • CGN Advisors bought 762 LPL Financial shares in Q2 2026, an estimated $229K.
  • LPL Financial made up 0.14% of CGN Advisors's portfolio in Q2 2026, its #137 holding.
  • CGN Advisors first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • CGN Advisors's LPL Financial position peaked at $2.57M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.