Diversified Trust’s LPL Financial LPLA Stock Holding History

Diversified Trust’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	$915K	Sell	3,249 -5,849	-64%	-$1.76M	0.01%	536
2026 Q1	$2.74M	Buy	+9,098	New	+$3.05M	0.05%	199
2025 Q3	–	Sell	-8,132	Closed	-$3.05M	–	1038
2025 Q2	$3.05M	Buy	8,132 +1,782	+28%	+$624K	0.07%	160
2025 Q1	$2.08M	Buy	6,350 +113	+2%	+$39.3K	0.05%	210
2024 Q4	$2.04M	Buy	6,237 +25	+0.4%	+$7.39K	0.05%	226
2024 Q3	$1.45M	Buy	+6,212	New	+$1.4M	0.04%	285
2023 Q4	–	Sell	-925	Closed	-$220K	–	914
2023 Q3	$220K	Buy	+925	New	+$215K	0.01%	719

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

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 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

Diversified Trust's LPLA Position: Q2 2026 in Review

Diversified Trust reduced its LPL Financial (LPLA) stake by 64% in Q2 2026, selling an estimated $1.76M and leaving 3,249 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #536.

Diversified Trust first reported a position in LPLA in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.05M in Q2 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Diversified Trust held 3,249 shares of LPL Financial worth $915K as of Q2 2026.
Diversified Trust sold 5,849 LPL Financial shares in Q2 2026, an estimated $1.76M.
LPL Financial made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #536 holding.
Diversified Trust first reported a position in LPL Financial in Q3 2023 and has held it in 7 quarters since.
Diversified Trust's LPL Financial position peaked at $3.05M in Q2 2025.
126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.