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Empowered Funds’s LPL Financial LPLA Stock Holding History

Empowered Funds’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 		$5.47M Sell
19,405
-4,934
-20% -$1.48M 0.03% 670
2026
Q1 		$7.32M Buy
24,339
+5,985
+33% +$2.01M 0.05% 498
2025
Q4 		$6.56M Sell
18,354
-20,099
-52% -$7.11M 0.11% 205
2025
Q3 		$12.8M Buy
38,453
+21,084
+121% +$7.64M 0.13% 164
2025
Q2 		$6.51M Buy
17,369
+5,876
+51% +$2.06M 0.07% 362
2025
Q1 		$3.76M Sell
11,493
-622
-5% -$217K 0.05% 476
2024
Q4 		$3.96M Sell
12,115
-2,170
-15% -$642K 0.06% 450
2024
Q3 		$3.32M Buy
14,285
+4,702
+49% +$1.06M 0.05% 496
2024
Q2 		$2.68M Buy
9,583
+4,794
+100% +$1.3M 0.05% 510
2024
Q1 		$1.27M Buy
4,789
+3,837
+403% +$968K 0.02% 774
2023
Q4 		$217K Buy
+952
New +$214K 0.01% 1191
2022
Q4 		– Sell
-14,122
Closed -$3.3M – 523
2022
Q3 		$3.08M Buy
+14,122
New +$3M 0.3% 92

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

Empowered Funds's LPLA Position: Q2 2026 in Review

Empowered Funds reduced its LPL Financial (LPLA) stake by 20% in Q2 2026, selling an estimated $1.48M and leaving 19,405 shares worth $5.47M. The position accounts for 0.03% of the portfolio, ranked #670.

Empowered Funds first reported a position in LPLA in Q3 2022 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Empowered Funds held 19,405 shares of LPL Financial worth $5.47M as of Q2 2026.
  • Empowered Funds sold 4,934 LPL Financial shares in Q2 2026, an estimated $1.48M.
  • LPL Financial made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #670 holding.
  • Empowered Funds first reported a position in LPL Financial in Q3 2022 and has held it in 12 quarters since.
  • Empowered Funds's LPL Financial position peaked at $12.8M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.