Financial Management Professionals’s LPL Financial LPLA Stock Holding History

Financial Management Professionals’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	$130K	Hold	463	–	–	0.01%	204
2026 Q1	$139K	Hold	463	–	–	0.02%	178
2025 Q4	$165K	Buy	+463	New	+$164K	0.02%	161
2023 Q1	–	Sell	-508	Closed	-$110K	–	1080
2022 Q4	$110K	Buy	508 +62	+14%	+$14.5K	0.02%	154
2022 Q3	$97K	Buy	+446	New	+$94.9K	0.02%	153
2019 Q3	–	Sell	-161	Closed	-$13K	–	332
2019 Q2	$13K	Buy	+161	New	+$12.7K	﹤0.01%	176

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

Financial Management Professionals's LPLA Position: Q2 2026 in Review

Financial Management Professionals held its LPL Financial (LPLA) position steady in Q2 2026 at 463 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #204.

Financial Management Professionals first reported a position in LPLA in Q2 2019 and has held it in 6 quarters since. The position peaked at $165K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Financial Management Professionals held 463 shares of LPL Financial worth $130K as of Q2 2026.
Financial Management Professionals left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #204 holding.
Financial Management Professionals first reported a position in LPL Financial in Q2 2019 and has held it in 6 quarters since.
Financial Management Professionals's LPL Financial position peaked at $165K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.