Curio Wealth’s LPL Financial LPLA Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$602	–	681
2026 Q1	$602	Buy	+2	New	+$671	﹤0.01%	465

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Curio Wealth's LPLA Position: Q2 2026 in Review

Curio Wealth sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2 shares — an estimated $602 sold.

Curio Wealth first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $602 in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Curio Wealth reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 LPL Financial shares in Q2 2026, an estimated $602.
Curio Wealth first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's LPL Financial position peaked at $602 in Q1 2026.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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