Family Wealth Partners’s LPL Financial LPLA Stock Holding History

Family Wealth Partners’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	$19.5M	Sell	69,073 -2,458	-3%	-$738K	5.97%	2
2026 Q1	$21.5M	Sell	71,531 -30,474	-30%	-$10.2M	7.35%	2
2025 Q4	$36.4M	Sell	102,005 -3,639	-3%	-$1.29M	13.13%	2
2025 Q3	$35.1M	Sell	105,644 -6,258	-6%	-$2.27M	13.17%	2
2025 Q2	$42M	Sell	111,902 -43	-0%	-$15.1K	16.79%	1
2025 Q1	$36.6M	Buy	111,945 +4,084	+4%	+$1.42M	16.72%	1
2024 Q4	$35.2M	Sell	107,861 -40,035	-27%	-$11.8M	16.74%	1
2024 Q3	$34.4M	Buy	147,896 +608	+0.4%	+$137K	17.6%	1
2024 Q2	$41.1M	Buy	147,288 +348	+0.2%	+$94.5K	21.35%	1
2024 Q1	$38.8M	Buy	146,940 +76,426	+108%	+$19.3M	22%	1
2023 Q4	$16.1M	Buy	+70,514	New	+$15.9M	12.39%	1

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

Family Wealth Partners's LPLA Position: Q2 2026 in Review

Family Wealth Partners reduced its LPL Financial (LPLA) stake by 3.4% in Q2 2026, selling an estimated $738K and leaving 69,073 shares worth $19.5M. The position accounts for 5.97% of the portfolio, ranked #2.

Family Wealth Partners first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $42M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Family Wealth Partners held 69,073 shares of LPL Financial worth $19.5M as of Q2 2026.
Family Wealth Partners sold 2,458 LPL Financial shares in Q2 2026, an estimated $738K.
LPL Financial made up 5.97% of Family Wealth Partners's portfolio in Q2 2026, its #2 holding.
Family Wealth Partners first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
Family Wealth Partners's LPL Financial position peaked at $42M in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.