Focus Partners Wealth
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Focus Partners Wealth’s LPL Financial LPLA Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-4,212
Closed -$1.5M – 2756
2025
Q4 		$1.5M Buy
4,212
+340
+9% +$120K ﹤0.01% 1452
2025
Q3 		$1.29M Sell
3,872
-408
-10% -$148K ﹤0.01% 1187
2025
Q2 		$1.6M Sell
4,280
-80
-2% -$28K ﹤0.01% 967
2025
Q1 		$1.43M Buy
4,360
+473
+12% +$165K ﹤0.01% 948
2024
Q4 		$1.27M Buy
3,887
+473
+14% +$140K ﹤0.01% 981
2024
Q3 		$794K Sell
3,414
-49
-1% -$11K ﹤0.01% 1010
2024
Q2 		$967K Buy
3,463
+18
+0.5% +$4.89K ﹤0.01% 801
2024
Q1 		$910K Buy
3,445
+42
+1% +$10.6K 0.01% 623
2023
Q4 		$775K Buy
+3,403
New +$765K 0.01% 495

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Focus Partners Wealth's LPLA Position: Q1 2026 in Review

Focus Partners Wealth sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 4,212 shares — an estimated $1.5M sold.

Focus Partners Wealth first reported a position in LPLA in Q4 2023 and held it in 9 quarters. The position peaked at $1.6M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Focus Partners Wealth reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 4,212 LPL Financial shares in Q1 2026, an estimated $1.5M.
  • Focus Partners Wealth first reported a position in LPL Financial in Q4 2023 and held it in 9 quarters.
  • Focus Partners Wealth's LPL Financial position peaked at $1.6M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.