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Impact Capital Partners’s LPL Financial LPLA Stock Holding History

Impact 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 		$392K Sell
1,391
-686
-33% -$206K 0.11% 176
2026
Q1 		$625K Sell
2,077
-690
-25% -$232K 0.19% 110
2025
Q4 		$988K Buy
2,767
+80
+3% +$28.3K 0.29% 75
2025
Q3 		$894K Sell
2,687
-163
-6% -$59.1K 0.27% 76
2025
Q2 		$1.07M Sell
2,850
-92
-3% -$32.2K 0.35% 67
2025
Q1 		$962K Buy
2,942
+59
+2% +$20.5K 0.35% 69
2024
Q4 		$941K Buy
+2,883
New +$853K 0.34% 74

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners's LPLA Position: Q2 2026 in Review

Impact Capital Partners reduced its LPL Financial (LPLA) stake by 33% in Q2 2026, selling an estimated $206K and leaving 1,391 shares worth $392K. The position accounts for 0.11% of the portfolio, ranked #176.

Impact Capital Partners first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Impact Capital Partners held 1,391 shares of LPL Financial worth $392K as of Q2 2026.
  • Impact Capital Partners sold 686 LPL Financial shares in Q2 2026, an estimated $206K.
  • LPL Financial made up 0.11% of Impact Capital Partners's portfolio in Q2 2026, its #176 holding.
  • Impact Capital Partners first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's LPL Financial position peaked at $1.07M in Q2 2025.
  • 126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.