Impact Capital Partners
LPLA icon

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
Q3 		$418K Sell
1,366
-25
-2% -$8.5K 0.11% 161
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

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Principal Financial Group
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WCM Investment Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Impact Capital Partners's LPLA Position: Q3 2026 in Review

Impact Capital Partners reduced its LPL Financial (LPLA) stake by 1.8% in Q3 2026, selling an estimated $8.5K and leaving 1,366 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #161.

Impact Capital Partners first reported a position in LPLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2025. 643 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Impact Capital Partners held 1,366 shares of LPL Financial worth $418K as of Q3 2026.
  • Impact Capital Partners sold 25 LPL Financial shares in Q3 2026, an estimated $8.5K.
  • LPL Financial made up 0.11% of Impact Capital Partners's portfolio in Q3 2026, its #161 holding.
  • Impact Capital Partners first reported a position in LPL Financial in Q4 2024 and has held it in 8 quarters since.
  • Impact Capital Partners's LPL Financial position peaked at $1.07M in Q2 2025.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.