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Cresset Asset Management’s LPL Financial LPLA Stock Holding History

Cresset Asset 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 		$488K Sell
1,733
-36
-2% -$10.8K ﹤0.01% 1176
2026
Q1 		$532K Sell
1,769
-5
-0.3% -$1.68K ﹤0.01% 1039
2025
Q4 		$634K Buy
1,774
+21
+1% +$7.43K ﹤0.01% 972
2025
Q3 		$583K Sell
1,753
-37
-2% -$13.4K ﹤0.01% 956
2025
Q2 		$671K Buy
1,790
+986
+123% +$345K ﹤0.01% 815
2025
Q1 		$263K Buy
804
+69
+9% +$24K ﹤0.01% 1387
2024
Q4 		$240K Sell
735
-3,446
-82% -$1.02M ﹤0.01% 1474
2024
Q3 		$973K Sell
4,181
-574
-12% -$129K ﹤0.01% 1177
2024
Q2 		$1.33M Buy
4,755
+408
+9% +$111K 0.01% 920
2024
Q1 		$1.15M Buy
4,347
+150
+4% +$37.9K 0.01% 918
2023
Q4 		$955K Sell
4,197
-259
-6% -$58.2K 0.01% 912
2023
Q3 		$1.06M Buy
4,456
+428
+11% +$99.4K ﹤0.01% 825
2023
Q2 		$876K Buy
+4,028
New +$807K ﹤0.01% 1005

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

Cresset Asset Management's LPLA Position: Q2 2026 in Review

Cresset Asset Management reduced its LPL Financial (LPLA) stake by 2% in Q2 2026, selling an estimated $10.8K and leaving 1,733 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Cresset Asset Management first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cresset Asset Management held 1,733 shares of LPL Financial worth $488K as of Q2 2026.
  • Cresset Asset Management sold 36 LPL Financial shares in Q2 2026, an estimated $10.8K.
  • LPL Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1176 holding.
  • Cresset Asset Management first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • Cresset Asset Management's LPL Financial position peaked at $1.33M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.