Edgestream Partners’s LPL Financial LPLA Stock Holding History

Edgestream Partners’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	$1.35M	Buy	+4,808	New	+$1.44M	0.04%	611
2025 Q4	–	Sell	-4,016	Closed	-$1.34M	–	1063
2025 Q3	$1.34M	Sell	4,016 -14,491	-78%	-$5.25M	0.04%	595
2025 Q2	$6.94M	Buy	18,507 +8,449	+84%	+$2.96M	0.19%	198
2025 Q1	$3.29M	Buy	+10,058	New	+$3.5M	0.11%	350
2024 Q2	–	Sell	-4,944	Closed	-$1.31M	–	959
2024 Q1	$1.31M	Buy	+4,944	New	+$1.25M	0.07%	443
2023 Q4	–	Sell	-1,355	Closed	-$322K	–	964
2023 Q3	$322K	Buy	+1,355	New	+$315K	0.03%	692
2023 Q2	–	Sell	-1,988	Closed	-$402K	–	820
2023 Q1	$402K	Buy	1,988 +1,034	+108%	+$236K	0.04%	435
2022 Q4	$206K	Sell	954 -966	-50%	-$226K	0.02%	480
2022 Q3	$419K	Buy	+1,920	New	+$408K	0.03%	362
2022 Q2	–	Sell	-2,145	Closed	-$392K	–	580
2022 Q1	$392K	Buy	+2,145	New	+$374K	0.03%	454
2021 Q4	–	Sell	-5,501	Closed	-$862K	–	543
2021 Q3	$862K	Sell	5,501 -3,958	-42%	-$569K	0.05%	337
2021 Q2	$1.28M	Buy	+9,459	New	+$1.38M	0.08%	272

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

Edgestream Partners's LPLA Position: Q2 2026 in Review

Edgestream Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 4,808 shares worth $1.35M. The stake represents 0.04% of the portfolio and ranks #611 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in LPLA as recently as Q3 2025.

Edgestream Partners first reported a position in LPLA in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.94M in Q2 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Edgestream Partners held 4,808 shares of LPL Financial worth $1.35M as of Q2 2026.
LPL Financial was a new Edgestream Partners position in Q2 2026.
LPL Financial made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #611 holding.
Edgestream Partners first reported a position in LPL Financial in Q2 2021 and has held it in 12 quarters since.
Edgestream Partners's LPL Financial position peaked at $6.94M in Q2 2025.
764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.