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Dockside LLC’s LPL Financial LPLA Stock Holding History

Dockside LLC’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
-2,054
Closed -$618K – 267
2026
Q1 		$618K Buy
+2,054
New +$689K 0.16% 150

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Dockside LLC's LPLA Position: Q2 2026 in Review

Dockside LLC opened a new position in LPL Financial (LPLA) in Q2 2026: 2,452 shares worth $691K. The stake represents 0.16% of the portfolio and ranks #156 among its holdings.

311 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Dockside LLC held 2,452 shares of LPL Financial worth $691K as of Q2 2026.
  • LPL Financial was a new Dockside LLC position in Q2 2026.
  • LPL Financial made up 0.16% of Dockside LLC's portfolio in Q2 2026, its #156 holding.
  • 311 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.