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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Colonial Trust Advisors's LPLA Position: Q1 2026 in Review

Colonial Trust Advisors held its LPL Financial (LPLA) position steady in Q1 2026 at 15 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Colonial Trust Advisors first reported a position in LPLA in Q1 2024 and has held it in 4 quarters since. The position peaked at $24.3K in Q1 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Colonial Trust Advisors held 15 shares of LPL Financial worth $4.51K as of Q1 2026.
  • Colonial Trust Advisors left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #611 holding.
  • Colonial Trust Advisors first reported a position in LPL Financial in Q1 2024 and has held it in 4 quarters since.
  • Colonial Trust Advisors's LPL Financial position peaked at $24.3K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.