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Foster Dykema Cabot & Partners’s LPL Financial LPLA Stock Holding History

Foster Dykema Cabot & Partners’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 		$3.38K Hold
12
– – ﹤0.01% 288
2026
Q1 		$3.61K Hold
12
– – ﹤0.01% 281
2025
Q4 		$4.29K Hold
12
– – ﹤0.01% 288
2025
Q3 		$3.99K Hold
12
– – ﹤0.01% 382
2025
Q2 		$4.5K Hold
12
– – ﹤0.01% 310
2025
Q1 		$3.93K Hold
12
– – ﹤0.01% 311
2024
Q4 		$3.92K Hold
12
– – ﹤0.01% 334
2024
Q3 		$2.79K Buy
+12
New +$2.7K ﹤0.01% 439

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

Foster Dykema Cabot & Partners's LPLA Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 12 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Foster Dykema Cabot & Partners first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.5K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Foster Dykema Cabot & Partners held 12 shares of LPL Financial worth $3.38K as of Q2 2026.
  • Foster Dykema Cabot & Partners left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #288 holding.
  • Foster Dykema Cabot & Partners first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • Foster Dykema Cabot & Partners's LPL Financial position peaked at $4.5K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.