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Golden State Equity Partners’s LPL Financial LPLA Stock Holding History

Golden State Equity 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 		$563 Hold
2
– – ﹤0.01% 352
2026
Q1 		$601 Buy
+2
New +$671 ﹤0.01% 1858
2024
Q4 		– Sell
-167
Closed -$38.8K – 680
2024
Q3 		$38.8K Buy
+167
New +$37.6K 0.01% 571

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JT
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Vanguard Portfolio Management
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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

Golden State Equity Partners's LPLA Position: Q2 2026 in Review

Golden State Equity Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 2 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Golden State Equity Partners first reported a position in LPLA in Q3 2024 and has held it in 3 quarters since. The position peaked at $38.8K in Q3 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Golden State Equity Partners held 2 shares of LPL Financial worth $563 as of Q2 2026.
  • Golden State Equity Partners left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #352 holding.
  • Golden State Equity Partners first reported a position in LPL Financial in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's LPL Financial position peaked at $38.8K in Q3 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.