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International Assets Investment Management’s LPL Financial LPLA Stock Holding History

International Assets Investment 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 Sell
987
-51
-5% -$15.3K 0.02% 703
2026
Q1 		$300K Sell
1,038
-382
-27% -$128K 0.02% 629
2025
Q4 		$507K Buy
+1,420
New +$502K 0.03% 444
2024
Q4 		– Sell
-92,819
Closed -$399 – 1403
2024
Q3 		$399 Buy
92,819
+92,020
+11,517% +$20.7M ﹤0.01% 1408
2024
Q2 		$223K Buy
+799
New +$217K 0.02% 658

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

International Assets Investment Management's LPLA Position: Q2 2026 in Review

International Assets Investment Management reduced its LPL Financial (LPLA) stake by 4.9% in Q2 2026, selling an estimated $15.3K and leaving 987 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #703.

International Assets Investment Management first reported a position in LPLA in Q2 2024 and has held it in 5 quarters since. The position peaked at $507K in Q4 2025. 493 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • International Assets Investment Management held 987 shares of LPL Financial worth $289K as of Q2 2026.
  • International Assets Investment Management sold 51 LPL Financial shares in Q2 2026, an estimated $15.3K.
  • LPL Financial made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #703 holding.
  • International Assets Investment Management first reported a position in LPL Financial in Q2 2024 and has held it in 5 quarters since.
  • International Assets Investment Management's LPL Financial position peaked at $507K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.