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Clark Wealth Partners’s LPL Financial LPLA Stock Holding History

Clark Wealth 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 		$28.2K Hold
100
– – 0.02% 156
2026
Q1 		$30.1K Hold
100
– – 0.02% 141
2025
Q4 		$35.7K Hold
100
– – 0.02% 125
2025
Q3 		$35.7K Sell
100
-40
-29% -$14.5K 0.02% 125
2025
Q2 		$52.5K Hold
140
– – 0.04% 81
2025
Q1 		$45.8K Hold
140
– – 0.03% 93
2024
Q4 		$45.7K Buy
+140
New +$41.4K 0.04% 78

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

Clark Wealth Partners's LPLA Position: Q2 2026 in Review

Clark Wealth Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 100 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #156.

Clark Wealth Partners first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.5K in Q2 2025. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Clark Wealth Partners held 100 shares of LPL Financial worth $28.2K as of Q2 2026.
  • Clark Wealth Partners left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Clark Wealth Partners first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's LPL Financial position peaked at $52.5K in Q2 2025.
  • 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.