Jackson Grant Investment Advisers’s LPL Financial LPLA Stock Holding History

Jackson Grant Investment Advisers’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	$23.7K	Sell	84 -97	-54%	-$29.1K	0.01%	253
2026 Q1	$54.5K	Hold	181	–	–	0.02%	196
2025 Q4	$64.6K	Hold	181	–	–	0.02%	186
2025 Q3	$60.2K	Hold	181	–	–	0.02%	190
2025 Q2	$67.9K	Hold	181	–	–	0.02%	163
2025 Q1	$59.2K	Hold	181	–	–	0.02%	167
2024 Q4	$59.1K	Hold	181	–	–	0.02%	171
2024 Q3	$42.1K	Hold	181	–	–	0.02%	189
2024 Q2	$50.6K	Hold	181	–	–	0.02%	179
2024 Q1	$47.8K	Hold	181	–	–	0.02%	177
2023 Q4	$41.2K	Hold	181	–	–	0.02%	185
2023 Q3	$43K	Hold	181	–	–	0.02%	173
2023 Q2	$39.4K	Hold	181	–	–	0.02%	182
2023 Q1	$36.6K	Hold	181	–	–	0.02%	207
2022 Q4	$39.1K	Hold	181	–	–	0.02%	199
2022 Q3	$40K	Hold	181	–	–	0.02%	197
2022 Q2	$33K	Hold	181	–	–	0.02%	225
2022 Q1	$33K	Hold	181	–	–	0.01%	242
2021 Q4	$29K	Hold	181	–	–	0.01%	208
2021 Q3	$28K	Hold	181	–	–	0.01%	262
2021 Q2	$24K	Buy	181 +14	+8%	+$2.04K	0.01%	276
2021 Q1	$24K	Buy	+167	New	+$21.3K	0.01%	271

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jackson Grant Investment Advisers's LPLA Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its LPL Financial (LPLA) stake by 54% in Q2 2026, selling an estimated $29.1K and leaving 84 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #253.

Jackson Grant Investment Advisers first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $67.9K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Jackson Grant Investment Advisers held 84 shares of LPL Financial worth $23.7K as of Q2 2026.
Jackson Grant Investment Advisers sold 97 LPL Financial shares in Q2 2026, an estimated $29.1K.
LPL Financial made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #253 holding.
Jackson Grant Investment Advisers first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's LPL Financial position peaked at $67.9K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.