KW
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KWB Wealth’s LPL Financial LPLA Stock Holding History

KWB Wealth’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 		$8.1M Buy
28,751
+127
+0.4% +$38.1K 0.69% 42
2026
Q1 		$10.2M Hold
28,624
– – 1.01% 28
2025
Q4 		$10.2M Buy
28,624
+179
+0.6% +$63.3K 0.97% 28
2025
Q3 		$10.7M Buy
28,445
+4
+0% +$1.45K 1.18% 21
2025
Q2 		$9.3M Buy
28,441
+3
+0% +$1.05K 1.13% 19
2025
Q1 		$9.29M Buy
28,438
+144
+0.5% +$50.1K 1.12% 21
2024
Q4 		$6.58M Sell
28,294
-169
-0.6% -$50K 0.82% 26
2024
Q3 		$7.95M Buy
28,463
+4
+0% +$901 1.04% 23
2024
Q2 		$7.52M Hold
28,459
– – 1.03% 22
2024
Q1 		$7.52M Buy
28,459
+5
+0% +$1.26K 1.01% 22
2023
Q4 		$6.48M Buy
28,454
+466
+2% +$105K 0.93% 22
2023
Q3 		$6.09M Hold
27,988
– – 0.98% 22
2023
Q2 		$6.09M Buy
27,988
+13
+0% +$2.6K 0.96% 22
2023
Q1 		$6.05M Buy
+27,975
New +$6.4M 1.12% 19
2022
Q4 		– Sell
-28,461
Closed -$6.22M – 117
2022
Q3 		$6.22M Buy
28,461
+263
+0.9% +$55.9K 1.24% 18
2022
Q2 		$5.2M Sell
28,198
-535
-2% -$102K 1% 22
2022
Q1 		$4.6M Hold
28,733
– – 0.77% 19
2021
Q4 		$4.6M Sell
28,733
-314
-1% -$51.8K 0.76% 19
2021
Q3 		$4.55M Buy
29,047
+1,658
+6% +$238K 0.81% 19
2021
Q2 		$3.89M Hold
27,389
– – 0.75% 22
2021
Q1 		$3.89M Buy
27,389
+197
+0.7% +$25.1K 0.74% 22
2020
Q4 		$2.83M Buy
+27,192
New +$2.44M 0.59% 25

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KWB Wealth's LPLA Position: Q2 2026 in Review

KWB Wealth increased its LPL Financial (LPLA) stake by 0.44% in Q2 2026, buying an estimated $38.1K and bringing the position to 28,751 shares worth $8.1M. The position accounts for 0.69% of the portfolio, ranked #42.

KWB Wealth first reported a position in LPLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.7M in Q3 2025. 84 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • KWB Wealth held 28,751 shares of LPL Financial worth $8.1M as of Q2 2026.
  • KWB Wealth bought 127 LPL Financial shares in Q2 2026, an estimated $38.1K.
  • LPL Financial made up 0.69% of KWB Wealth's portfolio in Q2 2026, its #42 holding.
  • KWB Wealth first reported a position in LPL Financial in Q4 2020 and has held it in 22 quarters since.
  • KWB Wealth's LPL Financial position peaked at $10.7M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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