IAG Wealth Partners’s LPL Financial LPLA Stock Holding History

IAG Wealth 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	$23.6K	Hold	84	–	–	﹤0.01%	293
2026 Q1	$25.2K	Hold	84	–	–	﹤0.01%	277
2025 Q4	$29.9K	Hold	84	–	–	﹤0.01%	252
2025 Q3	$27.8K	Hold	84	–	–	﹤0.01%	273
2025 Q2	$31.3K	Hold	84	–	–	﹤0.01%	237
2025 Q1	$27.3K	Hold	84	–	–	﹤0.01%	250
2024 Q4	$27.3K	Buy	84 +1	+1%	+$296	﹤0.01%	254
2024 Q3	$19.4K	Sell	83 -7	-8%	-$1.58K	﹤0.01%	281
2024 Q2	$25.3K	Buy	90 +7	+8%	+$1.9K	0.01%	250
2024 Q1	$22K	Hold	83	–	–	﹤0.01%	230
2023 Q4	$19K	Hold	83	–	–	﹤0.01%	235
2023 Q3	$19.8K	Hold	83	–	–	0.01%	226
2023 Q2	$18.1K	Hold	83	–	–	﹤0.01%	249
2023 Q1	$16.8K	Hold	83	–	–	﹤0.01%	241
2022 Q4	$18K	Hold	83	–	–	0.01%	228
2022 Q3	$18K	Hold	83	–	–	0.01%	214
2022 Q2	$15K	Hold	83	–	–	﹤0.01%	236
2022 Q1	$15K	Hold	83	–	–	﹤0.01%	255
2021 Q4	$13K	Hold	83	–	–	﹤0.01%	270
2021 Q3	$14K	Hold	83	–	–	0.01%	230
2021 Q2	$12K	Hold	83	–	–	﹤0.01%	243
2021 Q1	$12K	Hold	83	–	–	﹤0.01%	241
2020 Q4	$9K	Hold	83	–	–	﹤0.01%	255
2020 Q3	$7K	Hold	83	–	–	﹤0.01%	263
2020 Q2	$7K	Hold	83	–	–	﹤0.01%	264
2020 Q1	$5K	Hold	83	–	–	﹤0.01%	272
2019 Q4	$8K	Buy	+83	New	+$7.12K	0.01%	279

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 $3.37T AUM 44.26% 1-Year Est. Return

IAG Wealth Partners's LPLA Position: Q2 2026 in Review

IAG Wealth Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 84 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

IAG Wealth Partners first reported a position in LPLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.3K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

IAG Wealth Partners held 84 shares of LPL Financial worth $23.6K as of Q2 2026.
IAG Wealth Partners left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #293 holding.
IAG Wealth Partners first reported a position in LPL Financial in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's LPL Financial position peaked at $31.3K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.