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Crossmark Global Holdings’s LPL Financial LPLA Stock Holding History

Crossmark Global Holdings’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 		$200K Buy
711
+29
+4% +$8.7K ﹤0.01% 1236
2026
Q1 		$205K Sell
682
-35
-5% -$11.7K ﹤0.01% 1193
2025
Q4 		$256K Buy
717
+47
+7% +$16.6K ﹤0.01% 1090
2025
Q3 		$223K Buy
670
+4
+0.6% +$1.45K ﹤0.01% 1213
2025
Q2 		$250K Sell
666
-10,771
-94% -$3.77M ﹤0.01% 1178
2025
Q1 		$3.74M Buy
11,437
+7,789
+214% +$2.71M 0.07% 284
2024
Q4 		$1.19M Sell
3,648
-4,555
-56% -$1.35M 0.02% 532
2024
Q3 		$1.91M Sell
8,203
-810
-9% -$183K 0.03% 429
2024
Q2 		$2.52M Buy
9,013
+4,838
+116% +$1.31M 0.05% 354
2024
Q1 		$1.1M Sell
4,175
-422
-9% -$107K 0.02% 584
2023
Q4 		$1.05M Buy
4,597
+689
+18% +$155K 0.02% 582
2023
Q3 		$927K Sell
3,908
-421
-10% -$97.8K 0.02% 593
2023
Q2 		$982K Sell
4,329
-2,733
-39% -$547K 0.02% 593
2023
Q1 		$1.43M Buy
7,062
+2,354
+50% +$538K 0.03% 495
2022
Q4 		$1.02M Buy
+4,708
New +$1.1M 0.03% 564

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

Crossmark Global Holdings's LPLA Position: Q2 2026 in Review

Crossmark Global Holdings increased its LPL Financial (LPLA) stake by 4.3% in Q2 2026, buying an estimated $8.7K and bringing the position to 711 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Crossmark Global Holdings first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.74M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Crossmark Global Holdings held 711 shares of LPL Financial worth $200K as of Q2 2026.
  • Crossmark Global Holdings bought 29 LPL Financial shares in Q2 2026, an estimated $8.7K.
  • LPL Financial made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1236 holding.
  • Crossmark Global Holdings first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Crossmark Global Holdings's LPL Financial position peaked at $3.74M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.