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Colonial Trust’s LPL Financial LPLA Stock Holding History

Colonial 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 		$79.6K Sell
283
-415
-59% -$125K 0.01% 438
2026
Q1 		$210K Sell
698
-4
-0.6% -$1.34K 0.03% 288
2025
Q4 		$251K Buy
702
+126
+22% +$44.6K 0.03% 262
2025
Q3 		$192K Buy
576
+1
+0.2% +$362 0.03% 318
2025
Q2 		$216K Buy
575
+20
+4% +$7.01K 0.03% 287
2025
Q1 		$182K Buy
555
+50
+10% +$17.4K 0.03% 310
2024
Q4 		$165K Buy
505
+29
+6% +$8.58K 0.02% 350
2024
Q3 		$111K Buy
476
+21
+5% +$4.73K 0.02% 425
2024
Q2 		$127K Hold
455
– – 0.02% 360
2024
Q1 		$120K Hold
455
– – 0.02% 363
2023
Q4 		$104K Buy
455
+398
+698% +$89.5K 0.02% 388
2023
Q3 		$13.5K Buy
57
+33
+138% +$7.66K ﹤0.01% 663
2023
Q2 		$5.22K Buy
+24
New +$4.81K ﹤0.01% 777

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's LPLA Position: Q2 2026 in Review

Colonial Trust reduced its LPL Financial (LPLA) stake by 59% in Q2 2026, selling an estimated $125K and leaving 283 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #438.

Colonial Trust first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $251K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Colonial Trust held 283 shares of LPL Financial worth $79.6K as of Q2 2026.
  • Colonial Trust sold 415 LPL Financial shares in Q2 2026, an estimated $125K.
  • LPL Financial made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #438 holding.
  • Colonial Trust first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • Colonial Trust's LPL Financial position peaked at $251K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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