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 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

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

CoreCap Advisors's LPLA Position: Q2 2026 in Review

CoreCap Advisors increased its LPL Financial (LPLA) stake by 6.9% in Q2 2026, buying an estimated $4.2K and bringing the position to 216 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

CoreCap Advisors first reported a position in LPLA in Q2 2022 and has held it in 12 quarters since. The position peaked at $671K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

CoreCap Advisors held 216 shares of LPL Financial worth $60.9K as of Q2 2026.
CoreCap Advisors bought 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
LPL Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1322 holding.
CoreCap Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 12 quarters since.
CoreCap Advisors's LPL Financial position peaked at $671K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.