CX Institutional’s LPL Financial LPLA Stock Holding History

CX Institutional’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	$17K	Buy	61 +17	+39%	+$5.1K	﹤0.01%	1206
2026 Q1	$13K	Buy	44 +37	+529%	+$12.4K	﹤0.01%	1225
2025 Q4	$3K	Buy	+7	New	+$2.48K	﹤0.01%	1328
2024 Q4	–	Sell	-1,643	Closed	-$382K	–	572
2024 Q3	$382K	Buy	+1,643	New	+$370K	0.02%	421
2021 Q3	–	Sell	-12	Closed	-$2K	–	971
2021 Q2	$2K	Buy	+12	New	+$1.75K	﹤0.01%	909
2020 Q4	–	Sell	-64	Closed	-$5K	–	884
2020 Q3	$5K	Sell	64 -38	-37%	-$3.02K	﹤0.01%	746
2020 Q2	$8K	Hold	102	–	–	﹤0.01%	598
2020 Q1	$6K	Hold	102	–	–	﹤0.01%	530
2019 Q4	$9K	Hold	102	–	–	﹤0.01%	441
2019 Q3	$8K	Hold	102	–	–	﹤0.01%	500
2019 Q2	$8K	Hold	102	–	–	﹤0.01%	530
2019 Q1	$7K	Hold	102	–	–	﹤0.01%	495
2018 Q4	$6K	Hold	102	–	–	﹤0.01%	383
2018 Q3	$7K	Hold	102	–	–	﹤0.01%	275
2018 Q2	$7K	Buy	+102	New	+$6.7K	﹤0.01%	252

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's LPLA Position: Q2 2026 in Review

CX Institutional increased its LPL Financial (LPLA) stake by 39% in Q2 2026, buying an estimated $5.1K and bringing the position to 61 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

CX Institutional first reported a position in LPLA in Q2 2018 and has held it in 15 quarters since. The position peaked at $382K in Q3 2024. 117 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

CX Institutional held 61 shares of LPL Financial worth $17K as of Q2 2026.
CX Institutional bought 17 LPL Financial shares in Q2 2026, an estimated $5.1K.
LPL Financial made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1206 holding.
CX Institutional first reported a position in LPL Financial in Q2 2018 and has held it in 15 quarters since.
CX Institutional's LPL Financial position peaked at $382K in Q3 2024.
117 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.