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Cornerstone Financial Management’s LPL Financial LPLA Stock Holding History

Cornerstone Financial Management’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 		$3.38K Sell
12
-1
-8% -$300 ﹤0.01% 707
2026
Q1 		$3.91K Buy
13
+5
+63% +$1.68K ﹤0.01% 552
2025
Q4 		$2.86K Buy
+8
New +$2.83K ﹤0.01% 575

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 $3.38T AUM 44.17% 1-Year Est. Return

Cornerstone Financial Management's LPLA Position: Q2 2026 in Review

Cornerstone Financial Management reduced its LPL Financial (LPLA) stake by 7.7% in Q2 2026, selling an estimated $300 and leaving 12 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Cornerstone Financial Management first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.91K in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cornerstone Financial Management held 12 shares of LPL Financial worth $3.38K as of Q2 2026.
  • Cornerstone Financial Management sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #707 holding.
  • Cornerstone Financial Management first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's LPL Financial position peaked at $3.91K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.