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Fourth Dimension Wealth’s LPL Financial LPLA Stock Holding History

Fourth Dimension 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
Q2 		$13.2K Hold
47
– – ﹤0.01% 435
2026
Q1 		$14.1K Hold
47
– – 0.01% 373
2025
Q4 		$16.7K Hold
47
– – 0.01% 354
2025
Q3 		$15.6K Hold
47
– – 0.01% 362
2025
Q2 		$17.5K Sell
47
-76
-62% -$26.6K 0.01% 346
2025
Q1 		$40.1K Hold
123
– – 0.02% 242
2024
Q4 		$40K Buy
+123
New +$36.4K 0.02% 249

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

Fourth Dimension Wealth's LPLA Position: Q2 2026 in Review

Fourth Dimension Wealth held its LPL Financial (LPLA) position steady in Q2 2026 at 47 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Fourth Dimension Wealth first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.1K in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fourth Dimension Wealth held 47 shares of LPL Financial worth $13.2K as of Q2 2026.
  • Fourth Dimension Wealth left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #435 holding.
  • Fourth Dimension Wealth first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's LPL Financial position peaked at $40.1K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.