HFS
LPLA icon

Hughes Financial Services’s LPL Financial LPLA Stock Holding History

Hughes Financial Services’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 		$2.54K Buy
9
+2
+29% +$600 ﹤0.01% 707
2026
Q1 		$2.11K Buy
7
+5
+250% +$1.68K ﹤0.01% 587
2025
Q4 		$714 Hold
2
– – ﹤0.01% 819
2025
Q3 		$751 Hold
2
– – ﹤0.01% 796
2025
Q2 		$757 Sell
2
-7
-78% -$2.45K ﹤0.01% 783
2025
Q1 		$3.01K Buy
+9
New +$3.13K ﹤0.01% 488

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

Hughes Financial Services's LPLA Position: Q2 2026 in Review

Hughes Financial Services increased its LPL Financial (LPLA) stake by 29% in Q2 2026, buying an estimated $600 and bringing the position to 9 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Hughes Financial Services first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.01K in Q1 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Hughes Financial Services held 9 shares of LPL Financial worth $2.54K as of Q2 2026.
  • Hughes Financial Services bought 2 LPL Financial shares in Q2 2026, an estimated $600.
  • LPL Financial made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #707 holding.
  • Hughes Financial Services first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's LPL Financial position peaked at $3.01K in Q1 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.