First Pacific Financial’s LPL Financial LPLA Stock Holding History

First Pacific Financial’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	–	Sell	-13	Closed	-$3.91K	–	616
2026 Q1	$3.91K	Buy	+13	New	+$4.36K	﹤0.01%	481

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

First Pacific Financial's LPLA Position: Q2 2026 in Review

First Pacific Financial sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 13 shares — an estimated $3.91K sold.

First Pacific Financial first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $3.91K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

First Pacific Financial reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
First Pacific Financial sold 13 LPL Financial shares in Q2 2026, an estimated $3.91K.
First Pacific Financial first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
First Pacific Financial's LPL Financial position peaked at $3.91K in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.