FFO
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Fortitude Family Office’s LPL Financial LPLA Stock Holding History

Fortitude Family Office’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 		$12.1K Sell
43
-3
-7% -$900 ﹤0.01% 704
2026
Q1 		$13.8K Buy
46
+22
+92% +$7.38K ﹤0.01% 541
2025
Q4 		$8.57K Sell
24
-7
-23% -$2.48K ﹤0.01% 628
2025
Q3 		$10.3K Buy
31
+9
+41% +$3.26K ﹤0.01% 562
2025
Q2 		$8.25K Buy
22
+14
+175% +$4.91K ﹤0.01% 624
2025
Q1 		$2.62K Sell
8
-11
-58% -$3.83K ﹤0.01% 877
2024
Q4 		$6.2K Hold
19
– – ﹤0.01% 775
2024
Q3 		$4.42K Buy
+19
New +$4.28K ﹤0.01% 823

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 $3.38T AUM 44.17% 1-Year Est. Return

Fortitude Family Office's LPLA Position: Q2 2026 in Review

Fortitude Family Office reduced its LPL Financial (LPLA) stake by 6.5% in Q2 2026, selling an estimated $900 and leaving 43 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Fortitude Family Office first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.8K in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fortitude Family Office held 43 shares of LPL Financial worth $12.1K as of Q2 2026.
  • Fortitude Family Office sold 3 LPL Financial shares in Q2 2026, an estimated $900.
  • LPL Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #704 holding.
  • Fortitude Family Office first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • Fortitude Family Office's LPL Financial position peaked at $13.8K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.