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HFM Investment Advisors’s LPL Financial LPLA Stock Holding History

HFM Investment 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
Q2 		$2.82K Buy
10
+7
+233% +$2.1K ﹤0.01% 327
2026
Q1 		$902 Sell
3
-1
-25% -$336 ﹤0.01% 450
2025
Q4 		$1.43K Hold
4
– – ﹤0.01% 360
2025
Q3 		$1.33K Sell
4
-1
-20% -$362 ﹤0.01% 273
2025
Q2 		$1.88K Buy
5
+3
+150% +$1.05K ﹤0.01% 196
2025
Q1 		$655 Buy
+2
New +$696 ﹤0.01% 228

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

HFM Investment Advisors's LPLA Position: Q2 2026 in Review

HFM Investment Advisors increased its LPL Financial (LPLA) stake by 233% in Q2 2026, buying an estimated $2.1K and bringing the position to 10 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

HFM Investment Advisors first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • HFM Investment Advisors held 10 shares of LPL Financial worth $2.82K as of Q2 2026.
  • HFM Investment Advisors bought 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
  • LPL Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #327 holding.
  • HFM Investment Advisors first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.