Concurrent Investment Advisors’s LPL Financial LPLA Stock Holding History

Concurrent Investment 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	$739K	Buy	2,622 +749	+40%	+$225K	0.01%	1175
2026 Q1	$563K	Sell	1,873 -599	-24%	-$201K	0.01%	1152
2025 Q4	$883K	Buy	2,472 +1,587	+179%	+$561K	0.01%	889
2025 Q3	$294K	Sell	885 -97	-10%	-$35.2K	0.01%	1165
2025 Q2	$368K	Buy	982 +17	+2%	+$5.96K	0.01%	970
2025 Q1	$316K	Sell	965 -99	-9%	-$34.5K	0.01%	901
2024 Q4	$348K	Buy	1,064 +1	+0.1%	+$296	0.01%	777
2024 Q3	$247K	Buy	1,063 +37	+4%	+$8.34K	0.01%	853
2024 Q2	$287K	Buy	+1,026	New	+$278K	0.01%	750

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Concurrent Investment Advisors's LPLA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its LPL Financial (LPLA) stake by 40% in Q2 2026, buying an estimated $225K and bringing the position to 2,622 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #1175.

Concurrent Investment Advisors first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $883K in Q4 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Concurrent Investment Advisors held 2,622 shares of LPL Financial worth $739K as of Q2 2026.
Concurrent Investment Advisors bought 749 LPL Financial shares in Q2 2026, an estimated $225K.
LPL Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1175 holding.
Concurrent Investment Advisors first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's LPL Financial position peaked at $883K in Q4 2025.
253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.