Corient Private Wealth
LPLA icon

Corient Private Wealth’s LPL Financial LPLA Stock Holding History

Corient Private Wealth’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 		$8.68M Sell
30,811
-1,751
-5% -$526K 0.01% 688
2026
Q1 		$9.78M Sell
32,562
-389
-1% -$131K 0.01% 632
2025
Q4 		$11.8M Buy
32,951
+528
+2% +$187K 0.02% 524
2025
Q3 		$10.8M Sell
32,423
-5,420
-14% -$1.96M 0.02% 506
2025
Q2 		$14.2M Sell
37,843
-1,693
-4% -$593K 0.02% 448
2025
Q1 		$12.9M Buy
39,536
+4,564
+13% +$1.59M 0.02% 465
2024
Q4 		$11.4M Buy
34,972
+1,180
+3% +$349K 0.02% 485
2024
Q3 		$7.86M Sell
33,792
-1,619
-5% -$365K 0.01% 625
2024
Q2 		$9.89M Buy
35,411
+458
+1% +$124K 0.02% 531
2024
Q1 		$9.23M Sell
34,953
-34,670
-50% -$8.75M 0.02% 543
2023
Q4 		$15.8M Buy
69,623
+33,880
+95% +$7.62M 0.03% 432
2023
Q3 		$8.49M Buy
35,743
+3,015
+9% +$700K 0.02% 514
2023
Q2 		$7.12M Sell
32,728
-1,466
-4% -$294K 0.02% 536
2023
Q1 		$6.92M Buy
34,194
+5,292
+18% +$1.21M 0.02% 501
2022
Q4 		$6.25M Buy
+28,902
New +$6.76M 0.02% 447

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth's LPLA Position: Q2 2026 in Review

Corient Private Wealth reduced its LPL Financial (LPLA) stake by 5.4% in Q2 2026, selling an estimated $526K and leaving 30,811 shares worth $8.68M. The position accounts for 0.01% of the portfolio, ranked #688.

Corient Private Wealth first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q4 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Corient Private Wealth held 30,811 shares of LPL Financial worth $8.68M as of Q2 2026.
  • Corient Private Wealth sold 1,751 LPL Financial shares in Q2 2026, an estimated $526K.
  • LPL Financial made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #688 holding.
  • Corient Private Wealth first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's LPL Financial position peaked at $15.8M in Q4 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.