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Clearstead Advisors’s LPL Financial LPLA Stock Holding History

Clearstead 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 		$66.8K Sell
237
-123
-34% -$36.9K ﹤0.01% 1403
2026
Q1 		$108K Buy
360
+285
+380% +$95.6K ﹤0.01% 1123
2025
Q4 		$26.8K Buy
75
+73
+3,650% +$25.8K ﹤0.01% 1625
2025
Q3 		$666 Sell
2
-102
-98% -$37K ﹤0.01% 2693
2025
Q2 		$39K Sell
104
-16
-13% -$5.61K ﹤0.01% 1366
2025
Q1 		$39.3K Sell
120
-1,093
-90% -$381K ﹤0.01% 1232
2024
Q4 		$396K Sell
1,213
-340
-22% -$101K 0.01% 640
2024
Q3 		$361K Sell
1,553
-40
-3% -$9.01K 0.01% 656
2024
Q2 		$445K Buy
1,593
+1,186
+291% +$322K 0.01% 567
2024
Q1 		$109K Buy
407
+20
+5% +$5.05K 0.01% 593
2023
Q4 		$88.1K Buy
387
+80
+26% +$18K ﹤0.01% 615
2023
Q3 		$73K Sell
307
-176
-36% -$40.9K ﹤0.01% 624
2023
Q2 		$105K Buy
483
+167
+53% +$33.4K 0.01% 566
2023
Q1 		$64K Buy
316
+233
+281% +$53.3K ﹤0.01% 613
2022
Q4 		$17.9K Hold
83
– – ﹤0.01% 813
2022
Q3 		$18K Hold
83
– – ﹤0.01% 788
2022
Q2 		$15K Buy
+83
New +$15.8K ﹤0.01% 858
2021
Q2 		– Sell
-13
Closed -$2K – 1287
2021
Q1 		$2K Buy
+13
New +$1.66K ﹤0.01% 973

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

Clearstead Advisors's LPLA Position: Q2 2026 in Review

Clearstead Advisors reduced its LPL Financial (LPLA) stake by 34% in Q2 2026, selling an estimated $36.9K and leaving 237 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Clearstead Advisors first reported a position in LPLA in Q1 2021 and has held it in 18 quarters since. The position peaked at $445K in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Clearstead Advisors held 237 shares of LPL Financial worth $66.8K as of Q2 2026.
  • Clearstead Advisors sold 123 LPL Financial shares in Q2 2026, an estimated $36.9K.
  • LPL Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1403 holding.
  • Clearstead Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's LPL Financial position peaked at $445K in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.