Equitable Holdings’s LPL Financial LPLA Stock Holding History

Equitable Holdings’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	–	Sell	-695	Closed	-$248K	–	1859
2026 Q1	$248K	Sell	695 -13	-2%	-$4.36K	﹤0.01%	1535
2025 Q4	$253K	Buy	+708	New	+$250K	﹤0.01%	1399

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

Equitable Holdings's LPLA Position: Q2 2026 in Review

Equitable Holdings sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 695 shares — an estimated $248K sold.

Equitable Holdings first reported a position in LPLA in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Equitable Holdings reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Equitable Holdings sold 695 LPL Financial shares in Q2 2026, an estimated $248K.
Equitable Holdings first reported a position in LPL Financial in Q4 2025 and held it in 2 quarters.
Equitable Holdings's LPL Financial position peaked at $253K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.