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Coppell Advisory Solutions’s LPL Financial LPLA Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-9,876
Closed -$3.55M – 219
2025
Q4 		$3.55M Buy
9,876
+1,373
+16% +$486K 0.35% 52
2025
Q3 		$2.9M Buy
8,503
+1,401
+20% +$508K 0.31% 66
2025
Q2 		$2.59M Buy
+7,102
New +$2.49M 0.31% 61
2025
Q1 		– Sell
-8
Closed -$2.62K – 1192
2024
Q4 		$2.62K Hold
8
– – ﹤0.01% 1491
2024
Q3 		$1.85K Hold
8
– – ﹤0.01% 1459
2024
Q2 		$2.23K Buy
+8
New +$2.17K ﹤0.01% 1367

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

Coppell Advisory Solutions's LPLA Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 9,876 shares — an estimated $3.55M sold.

Coppell Advisory Solutions first reported a position in LPLA in Q2 2024 and held it in 6 quarters. The position peaked at $3.55M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 9,876 LPL Financial shares in Q1 2026, an estimated $3.55M.
  • Coppell Advisory Solutions first reported a position in LPL Financial in Q2 2024 and held it in 6 quarters.
  • Coppell Advisory Solutions's LPL Financial position peaked at $3.55M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.