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Empirical Wealth Management’s LPL Financial LPLA Stock Holding History

Empirical 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 		$5.36M Buy
19,016
+1,901
+11% +$571K 0.08% 149
2026
Q1 		$5.15M Buy
17,115
+623
+4% +$209K 0.09% 143
2025
Q4 		$5.89M Buy
16,492
+2,717
+20% +$961K 0.1% 129
2025
Q3 		$4.58M Buy
+13,775
New +$4.99M 0.09% 148

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Empirical Wealth Management increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $571K and bringing the position to 19,016 shares worth $5.36M. The position accounts for 0.08% of the portfolio, ranked #149.

Empirical Wealth Management first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.89M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Empirical Wealth Management held 19,016 shares of LPL Financial worth $5.36M as of Q2 2026.
  • Empirical Wealth Management bought 1,901 LPL Financial shares in Q2 2026, an estimated $571K.
  • LPL Financial made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Empirical Wealth Management first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's LPL Financial position peaked at $5.89M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.