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Clearstead Trust’s LPL Financial LPLA Stock Holding History

Clearstead Trust’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 		$3.38K Buy
12
+6
+100% +$1.8K ﹤0.01% 840
2026
Q1 		$1.8K Sell
6
-19
-76% -$6.38K ﹤0.01% 891
2025
Q4 		$8.93K Sell
25
-6
-19% -$2.12K ﹤0.01% 619
2025
Q3 		$10.3K Hold
31
– – ﹤0.01% 578
2025
Q2 		$11.6K Buy
31
+18
+138% +$6.31K ﹤0.01% 554
2025
Q1 		$4.25K Buy
+13
New +$4.53K ﹤0.01% 636

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 Trust's LPLA Position: Q2 2026 in Review

Clearstead Trust increased its LPL Financial (LPLA) stake by 100% in Q2 2026, buying an estimated $1.8K and bringing the position to 12 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Clearstead Trust first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.6K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Clearstead Trust held 12 shares of LPL Financial worth $3.38K as of Q2 2026.
  • Clearstead Trust bought 6 LPL Financial shares in Q2 2026, an estimated $1.8K.
  • LPL Financial made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #840 holding.
  • Clearstead Trust first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's LPL Financial position peaked at $11.6K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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