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Crewe Advisors’s LPL Financial LPLA Stock Holding History

Crewe 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 		$19.2K Buy
+68
New +$20.4K ﹤0.01% 628
2024
Q3 		– Sell
-129
Closed -$36K – 872
2024
Q2 		$36K Buy
129
+101
+361% +$27.4K ﹤0.01% 429
2024
Q1 		$7.4K Buy
+28
New +$7.07K ﹤0.01% 666
2023
Q3 		– Sell
-1
Closed -$218 – 777
2023
Q2 		$218 Buy
+1
New +$200 ﹤0.01% 706
2022
Q4 		– Sell
-25
Closed -$5K – 1168
2022
Q3 		$5K Hold
25
– – ﹤0.01% 852
2022
Q2 		$5K Buy
+25
New +$4.75K ﹤0.01% 765

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

Crewe Advisors's LPLA Position: Q2 2026 in Review

Crewe Advisors opened a new position in LPL Financial (LPLA) in Q2 2026: 68 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in LPLA as recently as Q2 2024.

Crewe Advisors first reported a position in LPLA in Q2 2022 and has held it in 6 quarters since. The position peaked at $36K in Q2 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Crewe Advisors held 68 shares of LPL Financial worth $19.2K as of Q2 2026.
  • LPL Financial was a new Crewe Advisors position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #628 holding.
  • Crewe Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 6 quarters since.
  • Crewe Advisors's LPL Financial position peaked at $36K in Q2 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.