FVWA
LPLA icon

Foster Victor Wealth Advisors’s LPL Financial LPLA Stock Holding History

Foster Victor Wealth Advisors’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 		$16.9M Sell
52,447
-22,284
-30% -$6.69M 0.89% 43
2026
Q1 		$24.1M Buy
74,731
+9,403
+14% +$3.15M 1.38% 14
2025
Q4 		$24.7M Buy
65,328
+3,497
+6% +$1.24M 1.44% 13
2025
Q3 		$19.5M Buy
61,831
+6,184
+11% +$2.24M 1.21% 20
2025
Q2 		$21.2M Buy
55,647
+989
+2% +$347K 1.44% 14
2025
Q1 		$17M Buy
54,658
+199
+0.4% +$69.3K 1.37% 18
2024
Q4 		$19M Sell
54,459
-15,272
-22% -$4.52M 1.46% 17
2024
Q3 		$17.1M Buy
69,731
+17,091
+32% +$3.85M 1.37% 20
2024
Q2 		$12.6M Buy
52,640
+3,173
+6% +$861K 1.05% 39
2024
Q1 		$13M Buy
49,467
+5,223
+12% +$1.32M 1.19% 38
2023
Q4 		$10.5M Buy
44,244
+1,833
+4% +$412K 1.08% 44
2023
Q3 		$10.2M Sell
42,411
-216
-0.5% -$50.2K 1.18% 39
2023
Q2 		$9.31M Buy
42,627
+5,721
+16% +$1.15M 1.03% 43
2023
Q1 		$7.08M Buy
36,906
+3,370
+10% +$770K 0.86% 49
2022
Q4 		$7.46M Buy
33,536
+691
+2% +$162K 0.95% 50
2022
Q3 		$8.09M Sell
32,845
-2,823
-8% -$600K 1.18% 35
2022
Q2 		$6.29M Sell
35,668
-3,213
-8% -$610K 0.94% 49
2022
Q1 		$7.17M Buy
38,881
+2,345
+6% +$408K 0.98% 44
2021
Q4 		$6.54M Buy
36,536
+4,875
+15% +$805K 0.89% 45
2021
Q3 		$4.96M Buy
31,661
+5,119
+19% +$735K 0.79% 47
2021
Q2 		$3.58M Buy
26,542
+6,004
+29% +$873K 0.6% 57
2021
Q1 		$3M Buy
20,538
+4,596
+29% +$586K 0.56% 55
2020
Q4 		$1.66M Buy
15,942
+6,084
+62% +$547K 0.38% 66
2020
Q3 		$756K Buy
9,858
+5,288
+116% +$420K 0.21% 79
2020
Q2 		$358K Buy
+4,570
New +$305K 0.12% 92

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 Victor Wealth Advisors's LPLA Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its LPL Financial (LPLA) stake by 30% in Q2 2026, selling an estimated $6.69M and leaving 52,447 shares worth $16.9M. The position accounts for 0.89% of the portfolio, ranked #43.

Foster Victor Wealth Advisors first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $24.7M in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Foster Victor Wealth Advisors held 52,447 shares of LPL Financial worth $16.9M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 22,284 LPL Financial shares in Q2 2026, an estimated $6.69M.
  • LPL Financial made up 0.89% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Foster Victor Wealth Advisors first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
  • Foster Victor Wealth Advisors's LPL Financial position peaked at $24.7M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.