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Greenleaf Trust’s LPL Financial LPLA Stock Holding History

Greenleaf Trust’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 		$2.52M Sell
8,942
-146
-2% -$43.8K 0.02% 180
2026
Q1 		$2.73M Sell
9,088
-176
-2% -$59.1K 0.03% 159
2025
Q4 		$3.31M Buy
9,264
+2
+0% +$707 0.03% 131
2025
Q3 		$3.08M Sell
9,262
-25
-0.3% -$9.06K 0.03% 139
2025
Q2 		$3.48M Sell
9,287
-108
-1% -$37.8K 0.03% 129
2025
Q1 		$3.07M Buy
9,395
+50
+0.5% +$17.4K 0.03% 144
2024
Q4 		$3.05M Buy
9,345
+22
+0.2% +$6.51K 0.03% 138
2024
Q3 		$2.17M Buy
+9,323
New +$2.1M 0.02% 183
2024
Q1 		– Sell
-1,899
Closed -$432K – 786
2023
Q4 		$432K Sell
1,899
-3
-0.2% -$674 ﹤0.01% 501
2023
Q3 		$452K Buy
1,902
+2
+0.1% +$464 0.01% 464
2023
Q2 		$413K Sell
1,900
-187
-9% -$37.4K ﹤0.01% 496
2023
Q1 		$422K Sell
2,087
-8
-0.4% -$1.83K ﹤0.01% 498
2022
Q4 		$453K Sell
2,095
-1
-0% -$234 0.01% 471
2022
Q3 		$458K Sell
2,096
-22
-1% -$4.68K 0.01% 426
2022
Q2 		$391K Buy
2,118
+175
+9% +$33.2K 0.01% 478
2022
Q1 		$355K Buy
1,943
+229
+13% +$39.9K ﹤0.01% 530
2021
Q4 		$274K Buy
1,714
+44
+3% +$7.26K ﹤0.01% 631
2021
Q3 		$262K Hold
1,670
– – ﹤0.01% 614
2021
Q2 		$225K Hold
1,670
– – ﹤0.01% 668
2021
Q1 		$237K Buy
+1,670
New +$213K ﹤0.01% 629
2020
Q2 		– Sell
-4,276
Closed -$233K – 579
2020
Q1 		$233K Buy
4,276
+18
+0.4% +$1.45K ﹤0.01% 394
2019
Q4 		$393K Hold
4,258
– – 0.01% 345
2019
Q3 		$349K Hold
4,258
– – 0.01% 369
2019
Q2 		$347K Hold
4,258
– – 0.01% 370
2019
Q1 		$297K Buy
+4,258
New +$307K ﹤0.01% 385
2018
Q4 		– Sell
-3,930
Closed -$254K – 529
2018
Q3 		$254K Buy
+3,930
New +$261K ﹤0.01% 441

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

Greenleaf Trust's LPLA Position: Q2 2026 in Review

Greenleaf Trust reduced its LPL Financial (LPLA) stake by 1.6% in Q2 2026, selling an estimated $43.8K and leaving 8,942 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #180.

Greenleaf Trust first reported a position in LPLA in Q3 2018 and has held it in 26 quarters since. The position peaked at $3.48M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Greenleaf Trust held 8,942 shares of LPL Financial worth $2.52M as of Q2 2026.
  • Greenleaf Trust sold 146 LPL Financial shares in Q2 2026, an estimated $43.8K.
  • LPL Financial made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #180 holding.
  • Greenleaf Trust first reported a position in LPL Financial in Q3 2018 and has held it in 26 quarters since.
  • Greenleaf Trust's LPL Financial position peaked at $3.48M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.