Concorde Asset Management’s LPL Financial LPLA Stock Holding History

Concorde Asset Management’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	$317K	Sell	1,124 -10	-0.9%	-$3K	0.18%	100
2026 Q1	$341K	Sell	1,134 -1,169	-51%	-$392K	0.17%	119
2025 Q4	$823K	Buy	2,303 +23	+1%	+$8.13K	0.33%	60
2025 Q3	$712K	Buy	+2,280	New	+$826K	0.3%	70
2025 Q1	$583K	Sell	1,830 -156	-8%	-$54.3K	0.31%	49
2024 Q4	$648K	Sell	1,986 -181	-8%	-$53.5K	0.34%	52
2024 Q3	$504K	Sell	2,167 -33	-2%	-$7.44K	0.28%	62
2024 Q2	$614K	Hold	2,200	–	–	0.38%	44
2024 Q1	$581K	Sell	2,200 -451	-17%	-$114K	0.4%	44
2023 Q4	$603K	Sell	2,651 -33	-1%	-$7.42K	0.41%	41
2023 Q3	$638K	Buy	2,684 +11	+0.4%	+$2.55K	0.57%	36
2023 Q2	$581K	Buy	+2,673	New	+$535K	0.54%	34

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

Concorde Asset Management's LPLA Position: Q2 2026 in Review

Concorde Asset Management reduced its LPL Financial (LPLA) stake by 0.88% in Q2 2026, selling an estimated $3K and leaving 1,124 shares worth $317K. The position accounts for 0.18% of the portfolio, ranked #100.

Concorde Asset Management first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $823K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Concorde Asset Management held 1,124 shares of LPL Financial worth $317K as of Q2 2026.
Concorde Asset Management sold 10 LPL Financial shares in Q2 2026, an estimated $3K.
LPL Financial made up 0.18% of Concorde Asset Management's portfolio in Q2 2026, its #100 holding.
Concorde Asset Management first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
Concorde Asset Management's LPL Financial position peaked at $823K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.