DWM
LPLA icon

Drive Wealth Management’s LPL Financial LPLA Stock Holding History

Drive 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
Q2 		– Sell
-671
Closed -$202K – 476
2026
Q1 		$202K Hold
671
– – 0.04% 353
2025
Q4 		$240K Buy
671
+6
+0.9% +$2.12K 0.05% 318
2025
Q3 		$221K Buy
665
+15
+2% +$5.44K 0.05% 314
2025
Q2 		$244K Buy
650
+12
+2% +$4.2K 0.05% 274
2025
Q1 		$209K Sell
638
-24
-4% -$8.36K 0.05% 294
2024
Q4 		$216K Buy
+662
New +$196K 0.05% 293
2024
Q3 		– Sell
-962
Closed -$269K – 340
2024
Q2 		$269K Buy
962
+33
+4% +$8.96K 0.07% 225
2024
Q1 		$245K Buy
+929
New +$234K 0.07% 243
2023
Q4 		– Sell
-847
Closed -$201K – 314
2023
Q3 		$201K Buy
+847
New +$197K 0.07% 245

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 $3.38T AUM 44.17% 1-Year Est. Return

Drive Wealth Management's LPLA Position: Q2 2026 in Review

Drive Wealth Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 671 shares — an estimated $202K sold.

Drive Wealth Management first reported a position in LPLA in Q3 2023 and held it in 9 quarters. The position peaked at $269K in Q2 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Drive Wealth Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Drive Wealth Management sold 671 LPL Financial shares in Q2 2026, an estimated $202K.
  • Drive Wealth Management first reported a position in LPL Financial in Q3 2023 and held it in 9 quarters.
  • Drive Wealth Management's LPL Financial position peaked at $269K in Q2 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.