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Goldstein Advisors’s LPL Financial LPLA Stock Holding History

Goldstein Advisors’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
Q1 		– Sell
-634
Closed -$226K – 235
2025
Q4 		$226K Buy
634
+29
+5% +$10.3K 0.03% 191
2025
Q3 		$201K Buy
605
+12
+2% +$4.35K 0.02% 202
2025
Q2 		$222K Buy
+593
New +$208K 0.03% 174

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Goldstein Advisors's LPLA Position: Q1 2026 in Review

Goldstein Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 634 shares — an estimated $226K sold.

Goldstein Advisors first reported a position in LPLA in Q2 2025 and held it in 3 quarters. The position peaked at $226K in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Goldstein Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Goldstein Advisors sold 634 LPL Financial shares in Q1 2026, an estimated $226K.
  • Goldstein Advisors first reported a position in LPL Financial in Q2 2025 and held it in 3 quarters.
  • Goldstein Advisors's LPL Financial position peaked at $226K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.