JFS Wealth Advisors’s LPL Financial LPLA Stock Holding History

JFS Wealth Advisors’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	$23.4K	Sell	83 -7	-8%	-$2.1K	﹤0.01%	728
2026 Q1	$27.1K	Buy	90 +4	+5%	+$1.34K	﹤0.01%	667
2025 Q4	$30.7K	Buy	86 +19	+28%	+$6.72K	﹤0.01%	634
2025 Q3	$22.3K	Hold	67	–	–	﹤0.01%	674
2025 Q2	$25.1K	Sell	67 -1	-1%	-$350	﹤0.01%	611
2025 Q1	$22.2K	Buy	68 +2	+3%	+$696	﹤0.01%	637
2024 Q4	$21.6K	Hold	66	–	–	﹤0.01%	622
2024 Q3	$15.4K	Buy	66 +1	+2%	+$225	﹤0.01%	707
2024 Q2	$18.2K	Hold	65	–	–	﹤0.01%	619
2024 Q1	$17.2K	Hold	65	–	–	﹤0.01%	659
2023 Q4	$14.8K	Hold	65	–	–	﹤0.01%	664
2023 Q3	$15.4K	Hold	65	–	–	﹤0.01%	607
2023 Q2	$14.1K	Sell	65 -7	-10%	-$1.4K	﹤0.01%	617
2023 Q1	$14.6K	Sell	72 -5	-6%	-$1.14K	﹤0.01%	601
2022 Q4	$16.6K	Sell	77 -4	-5%	-$935	﹤0.01%	570
2022 Q3	$18K	Sell	81 -6	-7%	-$1.28K	﹤0.01%	595
2022 Q2	$16K	Buy	87 +32	+58%	+$6.08K	﹤0.01%	634
2022 Q1	$10K	Buy	55 +34	+162%	+$5.92K	﹤0.01%	787
2021 Q4	$3K	Buy	+21	New	+$3.47K	﹤0.01%	960
2020 Q1	–	Sell	-10	Closed	-$1K	–	540
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	483
2019 Q3	$1K	Buy	+10	New	+$800	﹤0.01%	482

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

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

JFS Wealth Advisors reduced its LPL Financial (LPLA) stake by 7.8% in Q2 2026, selling an estimated $2.1K and leaving 83 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

JFS Wealth Advisors first reported a position in LPLA in Q3 2019 and has held it in 21 quarters since. The position peaked at $30.7K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

JFS Wealth Advisors held 83 shares of LPL Financial worth $23.4K as of Q2 2026.
JFS Wealth Advisors sold 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
LPL Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #728 holding.
JFS Wealth Advisors first reported a position in LPL Financial in Q3 2019 and has held it in 21 quarters since.
JFS Wealth Advisors's LPL Financial position peaked at $30.7K in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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