HHCP
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Hilton Head Capital Partners’s LPL Financial LPLA Stock Holding History

Hilton Head Capital Partners’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 		$1.41K Hold
5
– – ﹤0.01% 806
2026
Q1 		$1.5K Hold
5
– – ﹤0.01% 835
2025
Q4 		$1.79K Buy
+5
New +$1.77K ﹤0.01% 764

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SC
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Capital World Investors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hilton Head Capital Partners's LPLA Position: Q2 2026 in Review

Hilton Head Capital Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 5 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Hilton Head Capital Partners first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Hilton Head Capital Partners held 5 shares of LPL Financial worth $1.41K as of Q2 2026.
  • Hilton Head Capital Partners left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #806 holding.
  • Hilton Head Capital Partners first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's LPL Financial position peaked at $1.79K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.