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Evergreen Capital Management’s LPL Financial LPLA Stock Holding History

Evergreen 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 		$261K Sell
925
-87
-9% -$26.1K ﹤0.01% 1305
2026
Q1 		$304K Buy
+1,012
New +$340K 0.01% 1105

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

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

Evergreen Capital Management reduced its LPL Financial (LPLA) stake by 8.6% in Q2 2026, selling an estimated $26.1K and leaving 925 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Evergreen Capital Management first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $304K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Evergreen Capital Management held 925 shares of LPL Financial worth $261K as of Q2 2026.
  • Evergreen Capital Management sold 87 LPL Financial shares in Q2 2026, an estimated $26.1K.
  • LPL Financial made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1305 holding.
  • Evergreen Capital Management first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's LPL Financial position peaked at $304K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.