IMA Advisory Services’s LPL Financial LPLA Stock Holding History

IMA Advisory 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	$282	Hold	1	–	–	﹤0.01%	1312
2026 Q1	$300	Hold	1	–	–	﹤0.01%	919
2025 Q4	$357	Hold	1	–	–	﹤0.01%	898
2025 Q3	$333	Hold	1	–	–	﹤0.01%	443
2025 Q2	$375	Buy	+1	New	+$350	﹤0.01%	419

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

IMA Advisory Services's LPLA Position: Q2 2026 in Review

IMA Advisory Services held its LPL Financial (LPLA) position steady in Q2 2026 at 1 share worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

IMA Advisory Services first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $375 in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

IMA Advisory Services held 1 share of LPL Financial worth $282 as of Q2 2026.
IMA Advisory Services left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1312 holding.
IMA Advisory Services first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
IMA Advisory Services's LPL Financial position peaked at $375 in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.