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Focus Partners Advisor Solutions’s LPL Financial LPLA Stock Holding History

Focus Partners Advisor Solutions’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 		$18.2M Sell
64,443
-4,372
-6% -$1.31M 0.15% 73
2026
Q1 		$20.7M Sell
68,815
-30,995
-31% -$10.4M 0.21% 57
2025
Q4 		$35.6M Sell
99,810
-99,170
-50% -$35.1M 0.44% 34
2025
Q3 		$74.7M Buy
198,980
+87,011
+78% +$31.5M 0.85% 25
2025
Q2 		$42M Sell
111,969
-977
-0.9% -$342K 0.56% 32
2025
Q1 		$36.9M Buy
112,946
+8,417
+8% +$2.93M 0.56% 30
2024
Q4 		$34.1M Sell
104,529
-43,940
-30% -$13M 0.58% 29
2024
Q3 		$34.5M Buy
148,469
+623
+0.4% +$140K 0.73% 26
2024
Q2 		$41.3M Buy
+147,846
New +$40.1M 1.08% 17
2024
Q1 		– Sell
-17,865
Closed -$4.07M – 620
2023
Q4 		$4.07M Buy
17,865
+30
+0.2% +$6.74K 0.2% 55
2023
Q3 		$4.24M Buy
+17,835
New +$4.14M 0.21% 54
2023
Q2 		– Sell
-32,852
Closed -$6.65M – 395
2023
Q1 		$6.65M Buy
32,852
+3,313
+11% +$757K 0.43% 36
2022
Q4 		$6.39M Buy
29,539
+2,758
+10% +$645K 0.49% 33
2022
Q3 		$5.85M Buy
+26,781
New +$5.7M 0.35% 34
2022
Q2 		– Sell
-17,809
Closed -$3.25M – 373
2022
Q1 		$3.25M Buy
+17,809
New +$3.1M 0.32% 47

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

Focus Partners Advisor Solutions's LPLA Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its LPL Financial (LPLA) stake by 6.4% in Q2 2026, selling an estimated $1.31M and leaving 64,443 shares worth $18.2M. The position accounts for 0.15% of the portfolio, ranked #73.

Focus Partners Advisor Solutions first reported a position in LPLA in Q1 2022 and has held it in 15 quarters since. The position peaked at $74.7M in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Focus Partners Advisor Solutions held 64,443 shares of LPL Financial worth $18.2M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 4,372 LPL Financial shares in Q2 2026, an estimated $1.31M.
  • LPL Financial made up 0.15% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #73 holding.
  • Focus Partners Advisor Solutions first reported a position in LPL Financial in Q1 2022 and has held it in 15 quarters since.
  • Focus Partners Advisor Solutions's LPL Financial position peaked at $74.7M in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.