HB Wealth Management’s LPL Financial LPLA Stock Holding History

HB 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	$2.19M	Sell	7,775 -14	-0.2%	-$4.2K	0.01%	451
2026 Q1	$2.34M	Buy	7,789 +124	+2%	+$41.6K	0.02%	394
2025 Q4	$2.74M	Sell	7,665 -37	-0.5%	-$13.1K	0.02%	351
2025 Q3	$2.56M	Buy	7,702 +88	+1%	+$31.9K	0.02%	369
2025 Q2	$2.86M	Buy	7,614 +381	+5%	+$133K	0.02%	307
2025 Q1	$2.37M	Buy	7,233 +5,929	+455%	+$2.06M	0.02%	352
2024 Q4	$426K	Buy	1,304 +331	+34%	+$97.9K	﹤0.01%	674
2024 Q3	$226K	Sell	973 -249	-20%	-$56.1K	﹤0.01%	851
2024 Q2	$341K	Buy	+1,222	New	+$332K	﹤0.01%	668

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 $3.38T AUM 44.17% 1-Year Est. Return

HB Wealth Management's LPLA Position: Q2 2026 in Review

HB Wealth Management reduced its LPL Financial (LPLA) stake by 0.18% in Q2 2026, selling an estimated $4.2K and leaving 7,775 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #451.

HB Wealth Management first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

HB Wealth Management held 7,775 shares of LPL Financial worth $2.19M as of Q2 2026.
HB Wealth Management sold 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
LPL Financial made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #451 holding.
HB Wealth Management first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
HB Wealth Management's LPL Financial position peaked at $2.86M in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.