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Dana Investment Advisors’s LPL Financial LPLA Stock Holding History

Dana Investment 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 		$1.5M Buy
5,313
+162
+3% +$48.6K 0.04% 381
2026
Q1 		$1.55M Sell
5,151
-115
-2% -$38.6K 0.05% 347
2025
Q4 		$1.88M Buy
5,266
+2
+0% +$707 0.05% 309
2025
Q3 		$1.75M Buy
5,264
+189
+4% +$68.5K 0.05% 318
2025
Q2 		$1.9M Sell
5,075
-983
-16% -$344K 0.06% 287
2025
Q1 		$1.98M Sell
6,058
-91
-1% -$31.7K 0.07% 282
2024
Q4 		$2.01M Buy
6,149
+625
+11% +$185K 0.07% 291
2024
Q3 		$1.29M Buy
5,524
+365
+7% +$82.2K 0.04% 355
2024
Q2 		$1.44M Sell
5,159
-22
-0.4% -$5.97K 0.05% 336
2024
Q1 		$1.37M Sell
5,181
-3,206
-38% -$809K 0.05% 342
2023
Q4 		$1.91M Sell
8,387
-241
-3% -$54.2K 0.09% 159
2023
Q3 		$2.05M Buy
8,628
+1,790
+26% +$416K 0.1% 142
2023
Q2 		$1.49M Sell
6,838
-1,307
-16% -$262K 0.07% 193
2023
Q1 		$1.65M Buy
8,145
+1,459
+22% +$334K 0.08% 169
2022
Q4 		$1.45M Sell
6,686
-5,664
-46% -$1.32M 0.08% 183
2022
Q3 		$2.7M Sell
12,350
-1,541
-11% -$328K 0.15% 111
2022
Q2 		$2.56M Sell
13,891
-800
-5% -$152K 0.13% 116
2022
Q1 		$2.68M Sell
14,691
-757
-5% -$132K 0.12% 109
2021
Q4 		$2.47M Sell
15,448
-261
-2% -$43.1K 0.11% 119
2021
Q3 		$2.46M Sell
15,709
-144
-0.9% -$20.7K 0.11% 115
2021
Q2 		$2.14M Sell
15,853
-88
-0.6% -$12.8K 0.1% 126
2021
Q1 		$2.27M Sell
15,941
-9,042
-36% -$1.15M 0.1% 125
2020
Q4 		$2.6M Sell
24,983
-3,294
-12% -$296K 0.13% 107
2020
Q3 		$2.17M Sell
28,277
-914
-3% -$72.6K 0.12% 110
2020
Q2 		$2.29M Buy
+29,191
New +$1.95M 0.12% 108

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

Dana Investment Advisors's LPLA Position: Q2 2026 in Review

Dana Investment Advisors increased its LPL Financial (LPLA) stake by 3.1% in Q2 2026, buying an estimated $48.6K and bringing the position to 5,313 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #381.

Dana Investment Advisors first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.7M in Q3 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Dana Investment Advisors held 5,313 shares of LPL Financial worth $1.5M as of Q2 2026.
  • Dana Investment Advisors bought 162 LPL Financial shares in Q2 2026, an estimated $48.6K.
  • LPL Financial made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #381 holding.
  • Dana Investment Advisors first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
  • Dana Investment Advisors's LPL Financial position peaked at $2.7M in Q3 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.