EWA
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EverSource Wealth Advisors’s LPL Financial LPLA Stock Holding History

EverSource Wealth 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 		$125K Sell
445
-280
-39% -$84K ﹤0.01% 1261
2026
Q1 		$218K Sell
725
-122
-14% -$40.9K 0.01% 1006
2025
Q4 		$303K Sell
847
-150
-15% -$53.1K 0.01% 754
2025
Q3 		$332K Sell
997
-236
-19% -$85.5K 0.01% 678
2025
Q2 		$462K Sell
1,233
-380
-24% -$133K 0.02% 486
2025
Q1 		$528K Buy
1,613
+72
+5% +$25.1K 0.03% 372
2024
Q4 		$503K Buy
1,541
+11
+0.7% +$3.25K 0.03% 368
2024
Q3 		$356K Buy
1,530
+7
+0.5% +$1.58K 0.02% 402
2024
Q2 		$337K Sell
1,523
-150
-9% -$40.7K 0.02% 411
2024
Q1 		$450K Sell
1,673
-160
-9% -$40.4K 0.04% 287
2023
Q4 		$417K Sell
1,833
-19
-1% -$4.27K 0.04% 273
2023
Q3 		$440K Sell
1,852
-50
-3% -$11.6K 0.05% 246
2023
Q2 		$414K Sell
1,902
-381
-17% -$76.3K 0.05% 255
2023
Q1 		$462K Sell
2,283
-103
-4% -$23.5K 0.06% 224
2022
Q4 		$516K Sell
2,386
-1,867
-44% -$436K 0.08% 194
2022
Q3 		$928K Sell
4,253
-196
-4% -$41.7K 0.21% 87
2022
Q2 		$821K Hold
4,449
– – 0.21% 89
2022
Q1 		$813K Buy
4,449
+2,301
+107% +$401K 0.21% 96
2021
Q4 		$344K Buy
+2,148
New +$355K 0.1% 158

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

EverSource Wealth Advisors's LPLA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its LPL Financial (LPLA) stake by 39% in Q2 2026, selling an estimated $84K and leaving 445 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

EverSource Wealth Advisors first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $928K in Q3 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • EverSource Wealth Advisors held 445 shares of LPL Financial worth $125K as of Q2 2026.
  • EverSource Wealth Advisors sold 280 LPL Financial shares in Q2 2026, an estimated $84K.
  • LPL Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1261 holding.
  • EverSource Wealth Advisors first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's LPL Financial position peaked at $928K in Q3 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.