HBK Sorce Advisory’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
HBK Sorce Advisory's LPLA Position: Q2 2026 in Review
HBK Sorce Advisory opened a new position in LPL Financial (LPLA) in Q2 2026: 597 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in LPLA as recently as Q4 2025.
HBK Sorce Advisory first reported a position in LPLA in Q4 2022 and has held it in 3 quarters since. The position peaked at $220K in Q4 2022. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- HBK Sorce Advisory held 597 shares of LPL Financial worth $215K as of Q2 2026.
- LPL Financial was a new HBK Sorce Advisory position in Q2 2026.
- LPL Financial made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #609 holding.
- HBK Sorce Advisory first reported a position in LPL Financial in Q4 2022 and has held it in 3 quarters since.
- HBK Sorce Advisory's LPL Financial position peaked at $220K in Q4 2022.
- 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.