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Evolve Private Wealth’s LPL Financial LPLA Stock Holding History

Evolve Private Wealth’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 		$510K Buy
1,809
+807
+81% +$242K 0.03% 510
2026
Q1 		$302K Buy
1,002
+169
+20% +$56.7K 0.02% 784
2025
Q4 		$298K Buy
+833
New +$295K 0.02% 724

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

Evolve Private Wealth's LPLA Position: Q2 2026 in Review

Evolve Private Wealth increased its LPL Financial (LPLA) stake by 81% in Q2 2026, buying an estimated $242K and bringing the position to 1,809 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #510.

Evolve Private Wealth first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Evolve Private Wealth held 1,809 shares of LPL Financial worth $510K as of Q2 2026.
  • Evolve Private Wealth bought 807 LPL Financial shares in Q2 2026, an estimated $242K.
  • LPL Financial made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #510 holding.
  • Evolve Private Wealth first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.