Golden State Wealth Management’s LPL Financial LPLA Stock Holding History

Golden State Wealth Management’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	$204K	Buy	724 +205	+39%	+$61.5K	0.02%	416
2026 Q1	$156K	Hold	519	–	–	0.02%	414
2025 Q4	$185K	Buy	519 +19	+4%	+$6.72K	0.02%	403
2025 Q3	$166K	Hold	500	–	–	0.02%	406
2025 Q2	$187K	Hold	500	–	–	0.02%	366
2025 Q1	$164K	Hold	500	–	–	0.02%	368
2024 Q4	$163K	Buy	+500	New	+$148K	0.02%	355
2020 Q2	–	Sell	-454	Closed	-$25K	–	598
2020 Q1	$25K	Buy	+454	New	+$36.6K	0.01%	468
2019 Q4	–	Sell	-582	Closed	-$48K	–	562
2019 Q3	$48K	Sell	582 -23	-4%	-$1.84K	0.02%	436
2019 Q2	$49K	Buy	605 +83	+16%	+$6.57K	0.02%	462
2019 Q1	$36K	Buy	+522	New	+$37.6K	0.01%	517

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Golden State Wealth Management's LPLA Position: Q2 2026 in Review

Golden State Wealth Management increased its LPL Financial (LPLA) stake by 39% in Q2 2026, buying an estimated $61.5K and bringing the position to 724 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #416.

Golden State Wealth Management first reported a position in LPLA in Q1 2019 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Golden State Wealth Management held 724 shares of LPL Financial worth $204K as of Q2 2026.
Golden State Wealth Management bought 205 LPL Financial shares in Q2 2026, an estimated $61.5K.
LPL Financial made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #416 holding.
Golden State Wealth Management first reported a position in LPL Financial in Q1 2019 and has held it in 11 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.