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Dogwood Wealth Management’s LPL Financial LPLA Stock Holding History

Dogwood Wealth Management’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
Q1 		– Sell
-1
Closed -$357 – 891
2025
Q4 		$357 Hold
1
– – ﹤0.01% 677
2025
Q3 		$333 Hold
1
– – ﹤0.01% 673
2025
Q2 		$384 Sell
1
-3
-75% -$1.05K ﹤0.01% 641
2025
Q1 		$1.31K Buy
+4
New +$1.39K ﹤0.01% 417
2024
Q3 		– Hold
0
– – – 481
2024
Q2 		– Hold
0
– – – 438
2024
Q1 		– Hold
0
– – – 509
2023
Q4 		– Hold
0
– – – 482

Other funds holding LPLA

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Dogwood Wealth Management's LPLA Position: Q1 2026 in Review

Dogwood Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1 share — an estimated $357 sold.

Dogwood Wealth Management first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $1.31K in Q1 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Dogwood Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 1 LPL Financial share in Q1 2026, an estimated $357.
  • Dogwood Wealth Management first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's LPL Financial position peaked at $1.31K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.