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Global Retirement Partners’s LPL Financial LPLA Stock Holding History

Global Retirement 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 		$374K Buy
+1,328
New +$399K 0.01% 1182
2025
Q4 		$543K Buy
1,522
+838
+123% +$296K 0.01% 921
2025
Q3 		$227K Sell
684
-86
-11% -$31.2K 0.01% 1102
2025
Q2 		$289K Buy
+770
New +$270K 0.01% 927
2024
Q4 		$89.3K Sell
273
-10
-4% -$2.96K ﹤0.01% 1338
2024
Q3 		$65.9K Buy
283
+43
+18% +$9.69K ﹤0.01% 1424
2024
Q2 		$67.1K Sell
240
-36
-13% -$9.77K ﹤0.01% 1379
2024
Q1 		$73K Sell
276
-44
-14% -$11.1K ﹤0.01% 1228
2023
Q4 		$74.6K Sell
320
-142
-31% -$31.9K ﹤0.01% 1185
2023
Q3 		$107K Buy
462
+12
+3% +$2.79K 0.01% 907
2023
Q2 		$97.9K Sell
450
-209
-32% -$41.9K ﹤0.01% 962
2023
Q1 		$124K Buy
659
+109
+20% +$24.9K 0.01% 838
2022
Q4 		$119K Sell
550
-134
-20% -$31.3K 0.01% 758
2022
Q3 		$175K Sell
684
-75
-10% -$16K 0.01% 603
2022
Q2 		$140K Hold
759
– – 0.01% 648
2022
Q1 		$140K Buy
+759
New +$132K 0.01% 646
2021
Q4 		– Sell
-389
Closed -$61K – 1133
2021
Q3 		$61K Buy
389
+103
+36% +$14.8K 0.01% 783
2021
Q2 		$39K Buy
286
+5
+2% +$727 ﹤0.01% 967
2021
Q1 		$40K Buy
281
+4
+1% +$510 ﹤0.01% 863
2020
Q4 		$29K Buy
277
+45
+19% +$4.04K ﹤0.01% 914
2020
Q3 		$18K Buy
232
+56
+32% +$4.45K ﹤0.01% 967
2020
Q2 		$14K Buy
176
+22
+14% +$1.47K ﹤0.01% 1016
2020
Q1 		$8K Hold
154
– – ﹤0.01% 1099
2019
Q4 		$14K Hold
154
– – ﹤0.01% 1070
2019
Q3 		$13K Buy
154
+147
+2,100% +$11.8K ﹤0.01% 1051
2019
Q2 		$1K Buy
+7
New +$554 ﹤0.01% 1519

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

Global Retirement Partners's LPLA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 1,328 shares worth $374K. The stake represents 0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LPLA as recently as Q4 2025.

Global Retirement Partners first reported a position in LPLA in Q2 2019 and has held it in 26 quarters since. The position peaked at $543K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Global Retirement Partners held 1,328 shares of LPL Financial worth $374K as of Q2 2026.
  • LPL Financial was a new Global Retirement Partners position in Q2 2026.
  • LPL Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1182 holding.
  • Global Retirement Partners first reported a position in LPL Financial in Q2 2019 and has held it in 26 quarters since.
  • Global Retirement Partners's LPL Financial position peaked at $543K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.