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Fiduciary Trust’s LPL Financial LPLA Stock Holding History

Fiduciary Trust’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 		$856K Sell
3,040
-326
-10% -$97.8K 0.01% 453
2026
Q1 		$1.01M Sell
3,366
-435
-11% -$146K 0.01% 417
2025
Q4 		$1.36M Buy
3,801
+278
+8% +$98.3K 0.02% 351
2025
Q3 		$1.17M Buy
3,523
+198
+6% +$71.8K 0.01% 386
2025
Q2 		$1.25M Buy
3,325
+889
+36% +$311K 0.02% 362
2025
Q1 		$797K Buy
2,436
+576
+31% +$201K 0.01% 434
2024
Q4 		$607K Buy
1,860
+127
+7% +$37.6K 0.01% 453
2024
Q3 		$403K Sell
1,733
-293
-14% -$66K 0.01% 509
2024
Q2 		$566K Buy
2,026
+588
+41% +$160K 0.01% 430
2024
Q1 		$380K Buy
+1,438
New +$363K 0.01% 512

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

Fiduciary Trust's LPLA Position: Q2 2026 in Review

Fiduciary Trust reduced its LPL Financial (LPLA) stake by 9.7% in Q2 2026, selling an estimated $97.8K and leaving 3,040 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #453.

Fiduciary Trust first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fiduciary Trust held 3,040 shares of LPL Financial worth $856K as of Q2 2026.
  • Fiduciary Trust sold 326 LPL Financial shares in Q2 2026, an estimated $97.8K.
  • LPL Financial made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #453 holding.
  • Fiduciary Trust first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
  • Fiduciary Trust's LPL Financial position peaked at $1.36M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.