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Founders Financial Alliance’s LPL Financial LPLA Stock Holding History

Founders Financial Alliance’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 		$220K Hold
782
– – 0.03% 407
2026
Q1 		$235K Buy
+782
New +$262K 0.04% 356
2025
Q4 		– Sell
-783
Closed -$260K – 673
2025
Q3 		$260K Buy
+783
New +$284K 0.05% 312
2025
Q2 		– Sell
-753
Closed -$246K – 594
2025
Q1 		$246K Buy
+753
New +$262K 0.06% 294
2020
Q4 		– Sell
-300
Closed -$23K – 891
2020
Q3 		$23K Buy
+300
New +$23.8K 0.01% 540

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

Founders Financial Alliance's LPLA Position: Q2 2026 in Review

Founders Financial Alliance held its LPL Financial (LPLA) position steady in Q2 2026 at 782 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #407.

Founders Financial Alliance first reported a position in LPLA in Q3 2020 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Founders Financial Alliance held 782 shares of LPL Financial worth $220K as of Q2 2026.
  • Founders Financial Alliance left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #407 holding.
  • Founders Financial Alliance first reported a position in LPL Financial in Q3 2020 and has held it in 5 quarters since.
  • Founders Financial Alliance's LPL Financial position peaked at $260K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.