Elgethun Capital Management’s LPL Financial LPLA Stock Holding History

Elgethun Capital 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	$139K	Hold	493	–	–	0.02%	165
2026 Q1	$148K	Hold	493	–	–	0.02%	156
2025 Q4	$176K	Hold	493	–	–	0.03%	147
2025 Q3	$161K	Hold	493	–	–	0.03%	142
2025 Q2	$185K	Hold	493	–	–	0.04%	131
2025 Q1	$161K	Hold	493	–	–	0.04%	136
2024 Q4	$161K	Hold	493	–	–	0.04%	133
2024 Q3	$115K	Sell	493 -465	-49%	-$105K	0.03%	145
2024 Q2	$268K	Hold	958	–	–	0.07%	102
2024 Q1	$255K	Hold	958	–	–	0.06%	110
2023 Q4	$218K	Hold	958	–	–	0.06%	110
2023 Q3	$229K	Hold	958	–	–	0.07%	104
2023 Q2	$208K	Hold	958	–	–	0.06%	112
2023 Q1	$192K	Hold	958	–	–	0.06%	116
2022 Q4	$207K	Hold	958	–	–	0.07%	110
2022 Q3	$209K	Buy	+958	New	+$204K	0.08%	102

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elgethun Capital Management's LPLA Position: Q2 2026 in Review

Elgethun Capital Management held its LPL Financial (LPLA) position steady in Q2 2026 at 493 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #165.

Elgethun Capital Management first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $268K in Q2 2024. 223 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Elgethun Capital Management held 493 shares of LPL Financial worth $139K as of Q2 2026.
Elgethun Capital Management left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.02% of Elgethun Capital Management's portfolio in Q2 2026, its #165 holding.
Elgethun Capital Management first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
Elgethun Capital Management's LPL Financial position peaked at $268K in Q2 2024.
223 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.