Concord Wealth Partners’s LPL Financial LPLA Stock Holding History

Concord Wealth Partners’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	$6.76K	Buy	+24	New	+$7.2K	﹤0.01%	618
2026 Q1	–	Sell	-24	Closed	-$8.57K	–	539
2025 Q4	$8.57K	Hold	24	–	–	﹤0.01%	562
2025 Q3	$7.99K	Hold	24	–	–	﹤0.01%	565
2025 Q2	$9K	Hold	24	–	–	﹤0.01%	557
2025 Q1	$7.85K	Hold	24	–	–	﹤0.01%	533
2024 Q4	$7.84K	Hold	24	–	–	﹤0.01%	544
2024 Q3	$5.58K	Hold	24	–	–	﹤0.01%	619
2024 Q2	$6.7K	Hold	24	–	–	﹤0.01%	546
2024 Q1	$6.34K	Hold	24	–	–	﹤0.01%	622
2023 Q4	$5.46K	Hold	24	–	–	﹤0.01%	631
2023 Q3	$5.7K	Hold	24	–	–	﹤0.01%	698
2023 Q2	$5.22K	Hold	24	–	–	﹤0.01%	698
2023 Q1	$4.86K	Hold	24	–	–	﹤0.01%	675
2022 Q4	$5.19K	Buy	+24	New	+$5.61K	﹤0.01%	755
2022 Q3	–	Sell	-24	Closed	-$4K	–	705
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	875
2022 Q1	$4K	Hold	24	–	–	﹤0.01%	970
2021 Q4	$4K	Hold	24	–	–	﹤0.01%	997
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	632
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	827
2021 Q1	$3K	Hold	24	–	–	﹤0.01%	764
2020 Q4	$3K	Buy	+24	New	+$2.16K	﹤0.01%	475

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concord Wealth Partners's LPLA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 24 shares worth $6.76K. The stake represents ﹤0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LPLA as recently as Q4 2025.

Concord Wealth Partners first reported a position in LPLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $9K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Concord Wealth Partners held 24 shares of LPL Financial worth $6.76K as of Q2 2026.
LPL Financial was a new Concord Wealth Partners position in Q2 2026.
LPL Financial made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #618 holding.
Concord Wealth Partners first reported a position in LPL Financial in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's LPL Financial position peaked at $9K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.