Dynasty Wealth Management’s LPL Financial LPLA Stock Holding History

Dynasty 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	$1.86M	Sell	6,598 -1,550	-19%	-$465K	0.01%	138
2026 Q1	$2.45M	Sell	8,148 -1,391	-15%	-$467K	0.02%	113
2025 Q4	$3.41M	Buy	9,539 +791	+9%	+$280K	0.03%	102
2025 Q3	$2.91M	Buy	8,748 +3,313	+61%	+$1.2M	0.04%	91
2025 Q2	$2.04M	Sell	5,435 -896	-14%	-$314K	0.03%	80
2025 Q1	$2.07M	Buy	6,331 +166	+3%	+$57.8K	0.03%	87
2024 Q4	$2.01M	Buy	6,165 +2,283	+59%	+$675K	0.03%	94
2024 Q3	$903K	Buy	3,882 +2,303	+146%	+$519K	0.03%	137
2024 Q2	$441K	Buy	1,579 +757	+92%	+$205K	0.01%	195
2024 Q1	$217K	Buy	+822	New	+$207K	0.01%	246

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dynasty Wealth Management reduced its LPL Financial (LPLA) stake by 19% in Q2 2026, selling an estimated $465K and leaving 6,598 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #138.

Dynasty Wealth Management first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.41M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Dynasty Wealth Management held 6,598 shares of LPL Financial worth $1.86M as of Q2 2026.
Dynasty Wealth Management sold 1,550 LPL Financial shares in Q2 2026, an estimated $465K.
LPL Financial made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #138 holding.
Dynasty Wealth Management first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's LPL Financial position peaked at $3.41M in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.