CTA
LPLA icon

Colonial Trust Advisors’s LPL Financial LPLA Stock Holding History

Colonial Trust 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
-15
Closed -$4.51K – 816
2026
Q1 		$4.51K Hold
15
– – ﹤0.01% 611
2025
Q4 		$5.36K Hold
15
– – ﹤0.01% 576
2025
Q3 		$4.99K Buy
+15
New +$5.44K ﹤0.01% 574
2024
Q2 		– Sell
-92
Closed -$24.3K – 925
2024
Q1 		$24.3K Buy
+92
New +$23.2K ﹤0.01% 435

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

Colonial Trust Advisors's LPLA Position: Q2 2026 in Review

Colonial Trust Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 15 shares — an estimated $4.51K sold.

Colonial Trust Advisors first reported a position in LPLA in Q1 2024 and held it in 4 quarters. The position peaked at $24.3K in Q1 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Colonial Trust Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 15 LPL Financial shares in Q2 2026, an estimated $4.51K.
  • Colonial Trust Advisors first reported a position in LPL Financial in Q1 2024 and held it in 4 quarters.
  • Colonial Trust Advisors's LPL Financial position peaked at $24.3K in Q1 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.