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Everpar Advisors’s LPL Financial LPLA Stock Holding History

Everpar Advisors’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 		$259K Sell
921
-85
-8% -$25.5K 0.07% 246
2026
Q1 		$303K Sell
1,006
-381
-27% -$128K 0.1% 207
2025
Q4 		$495K Sell
1,387
-659
-32% -$233K 0.18% 125
2025
Q3 		$681K Sell
2,046
-155
-7% -$56.2K 0.27% 85
2025
Q2 		$825K Sell
2,201
-11
-0.5% -$3.85K 0.38% 52
2025
Q1 		$724K Sell
2,212
-220
-9% -$76.6K 0.38% 55
2024
Q4 		$794K Buy
2,432
+3
+0.1% +$887 0.4% 52
2024
Q3 		$565K Sell
2,429
-307
-11% -$69.2K 0.29% 93
2024
Q2 		$764K Buy
2,736
+140
+5% +$38K 0.38% 60
2024
Q1 		$686K Sell
2,596
-2,064
-44% -$521K 0.42% 67
2023
Q4 		$1.06M Buy
+4,660
New +$1.05M 0.49% 47

Other funds holding LPLA

Assenagon Asset Management
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
PL
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
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Everpar Advisors's LPLA Position: Q2 2026 in Review

Everpar Advisors reduced its LPL Financial (LPLA) stake by 8.4% in Q2 2026, selling an estimated $25.5K and leaving 921 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #246.

Everpar Advisors first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2023. 84 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Everpar Advisors held 921 shares of LPL Financial worth $259K as of Q2 2026.
  • Everpar Advisors sold 85 LPL Financial shares in Q2 2026, an estimated $25.5K.
  • LPL Financial made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #246 holding.
  • Everpar Advisors first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's LPL Financial position peaked at $1.06M in Q4 2023.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.