Heritage Family Offices’s LPL Financial LPLA Stock Holding History

Heritage Family Offices’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	–	Sell	-1,031	Closed	-$310K	–	247
2026 Q1	$310K	Sell	1,031 -880	-46%	-$295K	0.14%	137
2025 Q4	$683K	Sell	1,911 -207	-10%	-$73.2K	0.31%	77
2025 Q3	$705K	Sell	2,118 -151	-7%	-$54.7K	0.33%	73
2025 Q2	$764K	Hold	2,269	–	–	0.39%	64
2025 Q1	$742K	Buy	2,269 +520	+30%	+$181K	0.38%	64
2024 Q4	$571K	Buy	1,749 +22	+1%	+$6.51K	0.29%	79
2024 Q3	$402K	Buy	1,727 +15	+0.9%	+$3.38K	0.21%	100
2024 Q2	$478K	Buy	+1,712	New	+$465K	0.27%	78

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

Heritage Family Offices's LPLA Position: Q2 2026 in Review

Heritage Family Offices sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1,031 shares — an estimated $310K sold.

Heritage Family Offices first reported a position in LPLA in Q2 2024 and held it in 8 quarters. The position peaked at $764K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Heritage Family Offices reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Heritage Family Offices sold 1,031 LPL Financial shares in Q2 2026, an estimated $310K.
Heritage Family Offices first reported a position in LPL Financial in Q2 2024 and held it in 8 quarters.
Heritage Family Offices's LPL Financial position peaked at $764K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.