Jackson Wealth Management’s LPL Financial LPLA Stock Holding History

Jackson 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	–	Sell	-6,018	Closed	-$1.81M	–	105
2026 Q1	$1.81M	Sell	6,018 -78	-1%	-$26.2K	0.19%	73
2025 Q4	$2.18M	Sell	6,096 -574	-9%	-$203K	0.21%	72
2025 Q3	$2.22M	Buy	6,670 +749	+13%	+$271K	0.22%	71
2025 Q2	$2.22M	Buy	+5,921	New	+$2.07M	0.24%	72

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 Wealth Management's LPLA Position: Q2 2026 in Review

Jackson Wealth Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 6,018 shares — an estimated $1.81M sold.

Jackson Wealth Management first reported a position in LPLA in Q2 2025 and held it in 4 quarters. The position peaked at $2.22M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Jackson Wealth Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Jackson Wealth Management sold 6,018 LPL Financial shares in Q2 2026, an estimated $1.81M.
Jackson Wealth Management first reported a position in LPL Financial in Q2 2025 and held it in 4 quarters.
Jackson Wealth Management's LPL Financial position peaked at $2.22M in Q2 2025.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.