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Coastal Bridge Advisors’s LPL Financial LPLA Stock Holding History

Coastal Bridge 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 		– Sell
-5,575
Closed -$1.68M – 480
2026
Q1 		$1.68M Buy
5,575
+100
+2% +$33.6K 0.12% 172
2025
Q4 		$1.96M Buy
5,475
+31
+0.6% +$11K 0.15% 159
2025
Q3 		$1.81M Sell
5,444
-48
-0.9% -$17.4K 0.14% 157
2025
Q2 		$2.06M Sell
5,492
-265
-5% -$92.8K 0.17% 135
2025
Q1 		$1.88M Buy
+5,757
New +$2M 0.17% 130

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

Coastal Bridge Advisors's LPLA Position: Q2 2026 in Review

Coastal Bridge Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 5,575 shares — an estimated $1.68M sold.

Coastal Bridge Advisors first reported a position in LPLA in Q1 2025 and held it in 5 quarters. The position peaked at $2.06M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Coastal Bridge Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 5,575 LPL Financial shares in Q2 2026, an estimated $1.68M.
  • Coastal Bridge Advisors first reported a position in LPL Financial in Q1 2025 and held it in 5 quarters.
  • Coastal Bridge Advisors's LPL Financial position peaked at $2.06M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.