Financial Network Wealth Advisors’s LPL Financial LPLA Stock Holding History

Financial Network 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	$2.27K	Sell	8 -5	-38%	-$1.5K	﹤0.01%	682
2026 Q1	$3.92K	Sell	13 -2	-13%	-$671	﹤0.01%	572
2025 Q4	$5.37K	Hold	15	–	–	0.01%	537
2025 Q3	$5K	Hold	15	–	–	0.01%	532
2025 Q2	$5.63K	Sell	15 -2	-12%	-$701	0.01%	503
2025 Q1	$5.56K	Buy	17 +11	+183%	+$3.83K	0.01%	486
2024 Q4	$1.96K	Sell	6 -21	-78%	-$6.21K	﹤0.01%	404
2024 Q3	$6.28K	Buy	27 +2	+8%	+$451	0.01%	503
2024 Q2	$6.98K	Buy	+25	New	+$6.79K	0.01%	543

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

Financial Network Wealth Advisors reduced its LPL Financial (LPLA) stake by 38% in Q2 2026, selling an estimated $1.5K and leaving 8 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Financial Network Wealth Advisors first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.98K in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Financial Network Wealth Advisors held 8 shares of LPL Financial worth $2.27K as of Q2 2026.
Financial Network Wealth Advisors sold 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
LPL Financial made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #682 holding.
Financial Network Wealth Advisors first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's LPL Financial position peaked at $6.98K in Q2 2024.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.