IAA
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Independent Advisor Alliance’s LPL Financial LPLA Stock Holding History

Independent Advisor Alliance’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 		$1.36M Sell
4,839
-196
-4% -$58.8K 0.03% 378
2026
Q1 		$1.51M Sell
5,035
-223
-4% -$74.8K 0.02% 644
2025
Q4 		$1.88M Sell
5,258
-83
-2% -$29.4K 0.05% 319
2025
Q3 		$1.78M Buy
5,341
+1,566
+41% +$568K 0.05% 320
2025
Q2 		$1.42M Buy
3,775
+52
+1% +$18.2K 0.04% 346
2025
Q1 		$1.22M Buy
3,723
+260
+8% +$90.5K 0.04% 339
2024
Q4 		$1.13M Sell
3,463
-1,239
-26% -$366K 0.02% 698
2024
Q3 		$1.09M Buy
4,702
+952
+25% +$215K 0.04% 317
2024
Q2 		$1.05M Sell
3,750
-215
-5% -$58.4K 0.04% 319
2024
Q1 		$1.05M Sell
3,965
-43
-1% -$10.9K 0.04% 312
2023
Q4 		$912K Sell
4,008
-921
-19% -$207K 0.03% 325
2023
Q3 		$1.17M Buy
4,929
+131
+3% +$30.4K 0.05% 272
2023
Q2 		$1.04M Buy
4,798
+292
+6% +$58.5K 0.05% 298
2023
Q1 		$912K Buy
+4,506
New +$1.03M 0.04% 298
2022
Q4 		– Sell
-3,260
Closed -$712K – 531
2022
Q3 		$712K Sell
3,260
-95
-3% -$20.2K 0.04% 306
2022
Q2 		$619K Sell
3,355
-199
-6% -$37.8K 0.03% 333
2022
Q1 		$649K Sell
3,554
-49
-1% -$8.53K 0.03% 344
2021
Q4 		$577K Sell
3,603
-207
-5% -$34.2K 0.03% 360
2021
Q3 		$597K Buy
3,810
+478
+14% +$68.7K 0.03% 340
2021
Q2 		$450K Buy
3,332
+144
+5% +$20.9K 0.02% 413
2021
Q1 		$453K Sell
3,188
-1,097
-26% -$140K 0.03% 393
2020
Q4 		$447K Sell
4,285
-594
-12% -$53.4K 0.03% 363
2020
Q3 		$374K Sell
4,879
-1,274
-21% -$101K 0.03% 348
2020
Q2 		$482K Buy
6,153
+680
+12% +$45.4K 0.05% 276
2020
Q1 		$298K Buy
5,473
+1,046
+24% +$84.3K 0.04% 282
2019
Q4 		$408K Buy
4,427
+121
+3% +$10.4K 0.02% 584
2019
Q3 		$353K Buy
4,306
+576
+15% +$46.1K 0.04% 301
2019
Q2 		$304K Buy
3,730
+487
+15% +$38.5K 0.04% 295
2019
Q1 		$226K Buy
+3,243
New +$234K 0.03% 379

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

Independent Advisor Alliance's LPLA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its LPL Financial (LPLA) stake by 3.9% in Q2 2026, selling an estimated $58.8K and leaving 4,839 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #378.

Independent Advisor Alliance first reported a position in LPLA in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.88M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Independent Advisor Alliance held 4,839 shares of LPL Financial worth $1.36M as of Q2 2026.
  • Independent Advisor Alliance sold 196 LPL Financial shares in Q2 2026, an estimated $58.8K.
  • LPL Financial made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #378 holding.
  • Independent Advisor Alliance first reported a position in LPL Financial in Q1 2019 and has held it in 29 quarters since.
  • Independent Advisor Alliance's LPL Financial position peaked at $1.88M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.