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LPLA icon

Impact Investors’s LPL Financial LPLA Stock Holding History

Impact Investors’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 		– Sell
-1,042
Closed -$313K – 106
2026
Q1 		$313K Sell
1,042
-4
-0.4% -$1.34K 0.22% 62
2025
Q4 		$373K Sell
1,046
-25
-2% -$8.84K 0.26% 64
2025
Q3 		$356K Sell
1,071
-132
-11% -$47.8K 0.23% 70
2025
Q2 		$451K Sell
1,203
-2
-0.2% -$701 0.32% 60
2025
Q1 		$394K Hold
1,205
– – 0.31% 62
2024
Q4 		$393K Buy
+1,205
New +$356K 0.31% 65

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impact Investors's LPLA Position: Q2 2026 in Review

Impact Investors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1,042 shares — an estimated $313K sold.

Impact Investors first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $451K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Impact Investors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Impact Investors sold 1,042 LPL Financial shares in Q2 2026, an estimated $313K.
  • Impact Investors first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
  • Impact Investors's LPL Financial position peaked at $451K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.