IFG Advisory’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Buy
+872
New +$262K 0.01% 809
2026
Q1
Sell
-811
Closed -$290K 666
2025
Q4
$290K Buy
811
+1
+0.1% +$354 0.01% 648
2025
Q3
$270K Hold
810
0.01% 668
2025
Q2
$304K Sell
810
-3
-0.4% -$1.05K 0.02% 604
2025
Q1
$266K Buy
813
+80
+11% +$27.9K 0.01% 594
2024
Q4
$239K Buy
+733
New +$217K 0.01% 595
2024
Q3
Sell
-733
Closed -$205K 525
2024
Q2
$205K Buy
+733
New +$199K 0.01% 595

Other funds holding LPLA

IFG Advisory's LPLA Position: Q2 2026 in Review

IFG Advisory opened a new position in LPL Financial (LPLA) in Q2 2026: 872 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LPLA as recently as Q4 2025.

IFG Advisory first reported a position in LPLA in Q2 2024 and has held it in 7 quarters since. The position peaked at $304K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • IFG Advisory held 872 shares of LPL Financial worth $246K as of Q2 2026.
  • LPL Financial was a new IFG Advisory position in Q2 2026.
  • LPL Financial made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #809 holding.
  • IFG Advisory first reported a position in LPL Financial in Q2 2024 and has held it in 7 quarters since.
  • IFG Advisory's LPL Financial position peaked at $304K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.