CoreCap Advisors’s LPL Financial LPLA Stock Holding History

CoreCap 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 Q3	$71.9K	Buy	235 +19	+9%	+$6.46K	﹤0.01%	1239
2026 Q2	$60.9K	Buy	216 +14	+7%	+$4.2K	﹤0.01%	1322
2026 Q1	$61.1K	Buy	202 +16	+9%	+$5.37K	﹤0.01%	1217
2025 Q4	$66.4K	Sell	186 -324	-64%	-$115K	﹤0.01%	1194
2025 Q3	$170K	Sell	510 -1,278	-71%	-$463K	0.01%	850
2025 Q2	$671K	Buy	1,788 +1,619	+958%	+$567K	0.03%	435
2025 Q1	$55.4K	Hold	169	–	–	﹤0.01%	1133
2024 Q4	$55.3K	Buy	169 +13	+8%	+$3.84K	﹤0.01%	1146
2024 Q3	$36.3K	Hold	156	–	–	﹤0.01%	1327
2024 Q2	$43.6K	Sell	156 -2	-1%	-$543	﹤0.01%	695
2024 Q1	$41.7K	Buy	+158	New	+$39.9K	﹤0.01%	1185
2022 Q4	$128K	Buy	+594	New	+$139K	0.01%	646
2022 Q3	–	Sell	-295	Closed	-$54K	–	1404
2022 Q2	$54K	Buy	+295	New	+$56K	﹤0.01%	918

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

CoreCap Advisors's LPLA Position: Q3 2026 in Review

CoreCap Advisors increased its LPL Financial (LPLA) stake by 8.8% in Q3 2026, buying an estimated $6.46K and bringing the position to 235 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

CoreCap Advisors first reported a position in LPLA in Q2 2022 and has held it in 13 quarters since. The position peaked at $671K in Q2 2025. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

CoreCap Advisors held 235 shares of LPL Financial worth $71.9K as of Q3 2026.
CoreCap Advisors bought 19 LPL Financial shares in Q3 2026, an estimated $6.46K.
LPL Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1239 holding.
CoreCap Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 13 quarters since.
CoreCap Advisors's LPL Financial position peaked at $671K in Q2 2025.
133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.