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JFS Wealth Advisors’s LG Display LPL Stock Holding History

JFS Wealth Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96K Buy
1,017
+219
+27% +$1.01K ﹤0.01% 1375
2026
Q1 		$3.1K Sell
798
-59
-7% -$249 ﹤0.01% 1373
2025
Q4 		$3.61K Sell
857
-114
-12% -$532 ﹤0.01% 1366
2025
Q3 		$5.07K Buy
971
+485
+100% +$2.02K ﹤0.01% 1113
2025
Q2 		$1.66K Sell
486
-833
-63% -$2.57K ﹤0.01% 1440
2025
Q1 		$4.1K Hold
1,319
– – ﹤0.01% 1201
2024
Q4 		$4.05K Buy
1,319
+201
+18% +$708 ﹤0.01% 1203
2024
Q3 		$4.53K Buy
1,118
+369
+49% +$1.53K ﹤0.01% 1161
2024
Q2 		$3.09K Sell
749
-135
-15% -$522 ﹤0.01% 1260
2024
Q1 		$3.63K Sell
884
-60
-6% -$269 ﹤0.01% 1223
2023
Q4 		$4.55K Sell
944
-105
-10% -$501 ﹤0.01% 1099
2023
Q3 		$5.12K Sell
1,049
-346
-25% -$1.82K ﹤0.01% 987
2023
Q2 		$8.45K Hold
1,395
– – ﹤0.01% 782
2023
Q1 		$8.9K Sell
1,395
-50
-3% -$284 ﹤0.01% 751
2022
Q4 		$7.17K Buy
+1,445
New +$7.35K ﹤0.01% 841
2022
Q3 		– Sell
-439
Closed -$2K – 1843
2022
Q2 		$2K Sell
439
-503
-53% -$3.41K ﹤0.01% 1341
2022
Q1 		$8K Buy
942
+627
+199% +$5.33K ﹤0.01% 872
2021
Q4 		$3K Buy
+315
New +$2.71K ﹤0.01% 959

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JFS Wealth Advisors's LPL Position: Q2 2026 in Review

JFS Wealth Advisors increased its LG Display (LPL) stake by 27% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,017 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

JFS Wealth Advisors first reported a position in LPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.9K in Q1 2023. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

  • JFS Wealth Advisors held 1,017 shares of LG Display worth $3.96K as of Q2 2026.
  • JFS Wealth Advisors bought 219 LG Display shares in Q2 2026, an estimated $1.01K.
  • LG Display made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1375 holding.
  • JFS Wealth Advisors first reported a position in LG Display in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's LG Display position peaked at $8.9K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.