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Keating Financial Advisory Services’s LPL Financial LPLA Stock Holding History

Keating Financial Advisory Services’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 		$20.8K Buy
74
+23
+45% +$6.9K ﹤0.01% 982
2026
Q1 		$15.3K Sell
51
-17
-25% -$5.7K ﹤0.01% 993
2025
Q4 		$24.3K Buy
+68
New +$24.1K ﹤0.01% 851

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $3.38T AUM 44.17% 1-Year Est. Return

Keating Financial Advisory Services's LPLA Position: Q2 2026 in Review

Keating Financial Advisory Services increased its LPL Financial (LPLA) stake by 45% in Q2 2026, buying an estimated $6.9K and bringing the position to 74 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Keating Financial Advisory Services first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.3K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Keating Financial Advisory Services held 74 shares of LPL Financial worth $20.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 23 LPL Financial shares in Q2 2026, an estimated $6.9K.
  • LPL Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #982 holding.
  • Keating Financial Advisory Services first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's LPL Financial position peaked at $24.3K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.