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Independent Financial Group’s LPL Financial LPLA Stock Holding History

Independent Financial Group’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 		$513K Buy
1,821
+24
+1% +$7.2K 0.01% 986
2026
Q1 		$541K Buy
1,797
+1
+0.1% +$336 0.01% 898
2025
Q4 		$641K Buy
+1,796
New +$635K 0.01% 778

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 Financial Group's LPLA Position: Q2 2026 in Review

Independent Financial Group increased its LPL Financial (LPLA) stake by 1.3% in Q2 2026, buying an estimated $7.2K and bringing the position to 1,821 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #986.

Independent Financial Group first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $641K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Independent Financial Group held 1,821 shares of LPL Financial worth $513K as of Q2 2026.
  • Independent Financial Group bought 24 LPL Financial shares in Q2 2026, an estimated $7.2K.
  • LPL Financial made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #986 holding.
  • Independent Financial Group first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's LPL Financial position peaked at $641K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.