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Covestor’s LPL Financial LPLA Stock Holding History

Covestor’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 		$59K Buy
208
+11
+6% +$3.3K 0.03% 701
2026
Q1 		$59K Sell
197
-226
-53% -$75.8K 0.04% 601
2025
Q4 		$151K Buy
423
+80
+23% +$28.3K 0.08% 338
2025
Q3 		$114K Buy
343
+80
+30% +$29K 0.06% 504
2025
Q2 		$99K Buy
263
+103
+64% +$36.1K 0.06% 565
2025
Q1 		$53K Buy
160
+64
+67% +$22.3K 0.04% 824
2024
Q4 		$31K Sell
96
-53
-36% -$15.7K 0.02% 1023
2024
Q3 		$35K Sell
149
-32
-18% -$7.21K 0.02% 1002
2024
Q2 		$51K Sell
181
-49
-21% -$13.3K 0.03% 846
2024
Q1 		$61K Sell
230
-155
-40% -$39.1K 0.04% 804
2023
Q4 		$88K Sell
385
-32
-8% -$7.19K 0.06% 580
2023
Q3 		$99K Buy
417
+50
+14% +$11.6K 0.07% 423
2023
Q2 		$80K Sell
367
-6
-2% -$1.2K 0.06% 561
2023
Q1 		$76K Buy
373
+85
+30% +$19.4K 0.07% 528
2022
Q4 		$62K Sell
288
-38
-12% -$8.88K 0.05% 632
2022
Q3 		$71K Sell
326
-46
-12% -$9.78K 0.06% 544
2022
Q2 		$69K Sell
372
-130
-26% -$24.7K 0.05% 615
2022
Q1 		$92K Buy
502
+206
+70% +$35.9K 0.06% 559
2021
Q4 		$47K Buy
+296
New +$48.9K 0.07% 577

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

Covestor's LPLA Position: Q2 2026 in Review

Covestor increased its LPL Financial (LPLA) stake by 5.6% in Q2 2026, buying an estimated $3.3K and bringing the position to 208 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #701.

Covestor first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $151K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Covestor held 208 shares of LPL Financial worth $59K as of Q2 2026.
  • Covestor bought 11 LPL Financial shares in Q2 2026, an estimated $3.3K.
  • LPL Financial made up 0.03% of Covestor's portfolio in Q2 2026, its #701 holding.
  • Covestor first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's LPL Financial position peaked at $151K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.