IFWM
LPLA icon

Institute for Wealth Management’s LPL Financial LPLA Stock Holding History

Institute for Wealth Management’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 		$289K Hold
1,025
– – 0.03% 434
2026
Q1 		$308K Hold
1,025
– – 0.03% 417
2025
Q4 		$366K Buy
1,025
+311
+44% +$110K 0.04% 386
2025
Q3 		$238K Hold
714
– – 0.02% 513
2025
Q2 		$268K Hold
714
– – 0.03% 464
2025
Q1 		$234K Hold
714
– – 0.03% 477
2024
Q4 		$233K Buy
+714
New +$211K 0.03% 456

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 $3.38T AUM 44.17% 1-Year Est. Return

Institute for Wealth Management's LPLA Position: Q2 2026 in Review

Institute for Wealth Management held its LPL Financial (LPLA) position steady in Q2 2026 at 1,025 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #434.

Institute for Wealth Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Institute for Wealth Management held 1,025 shares of LPL Financial worth $289K as of Q2 2026.
  • Institute for Wealth Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Institute for Wealth Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Institute for Wealth Management's LPL Financial position peaked at $366K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.