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Integrated Wealth Concepts’s LPL Financial LPLA Stock Holding History

Integrated Wealth Concepts’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 		$430K Sell
1,526
-631
-29% -$189K ﹤0.01% 1753
2026
Q1 		$649K Buy
+2,157
New +$724K 0.01% 1390
2025
Q4 		– Sell
-806
Closed -$268K – 1879
2025
Q3 		$268K Sell
806
-2,052
-72% -$744K ﹤0.01% 1693
2025
Q2 		$1.07M Sell
2,858
-1,005
-26% -$352K 0.01% 888
2025
Q1 		$1.26M Buy
3,863
+71
+2% +$24.7K 0.01% 726
2024
Q4 		$1.24M Sell
3,792
-315
-8% -$93.2K 0.01% 735
2024
Q3 		$956K Buy
4,107
+44
+1% +$9.91K 0.01% 821
2024
Q2 		$1.14M Buy
4,063
+689
+20% +$187K 0.02% 701
2024
Q1 		$892K Buy
3,374
+109
+3% +$27.5K 0.01% 812
2023
Q4 		$743K Sell
3,265
-165
-5% -$37.1K 0.01% 838
2023
Q3 		$815K Buy
3,430
+343
+11% +$79.7K 0.01% 771
2023
Q2 		$671K Buy
+3,087
New +$618K 0.01% 848

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

Integrated Wealth Concepts's LPLA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $189K and leaving 1,526 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Integrated Wealth Concepts first reported a position in LPLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Integrated Wealth Concepts held 1,526 shares of LPL Financial worth $430K as of Q2 2026.
  • Integrated Wealth Concepts sold 631 LPL Financial shares in Q2 2026, an estimated $189K.
  • LPL Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1753 holding.
  • Integrated Wealth Concepts first reported a position in LPL Financial in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's LPL Financial position peaked at $1.26M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.