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Larson Financial Group’s LPL Financial LPLA Stock Holding History

Larson Financial Group’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 		$599K Buy
2,128
+350
+20% +$105K 0.02% 508
2026
Q1 		$535K Buy
1,778
+1,713
+2,635% +$575K 0.02% 461
2025
Q4 		$23.2K Hold
65
– – ﹤0.01% 1627
2025
Q3 		$21.6K Buy
65
+3
+5% +$1.09K ﹤0.01% 1608
2025
Q2 		$23.3K Buy
62
+30
+94% +$10.5K ﹤0.01% 1414
2025
Q1 		$10.5K Buy
32
+30
+1,500% +$10.4K ﹤0.01% 1621
2024
Q4 		$657 Hold
2
– – ﹤0.01% 2135
2024
Q3 		$468 Buy
2
+1
+100% +$225 ﹤0.01% 2139
2024
Q2 		$282 Hold
1
– – ﹤0.01% 1977
2024
Q1 		$267 Hold
1
– – ﹤0.01% 1616
2023
Q4 		$230 Hold
1
– – ﹤0.01% 1647
2023
Q3 		$239 Hold
1
– – ﹤0.01% 1625
2023
Q2 		$219 Hold
1
– – ﹤0.01% 1492
2023
Q1 		$203 Hold
1
– – ﹤0.01% 1463
2022
Q4 		$217 Hold
1
– – ﹤0.01% 1420
2022
Q3 		$0 Buy
+1
New +$213 ﹤0.01% 1355

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return

Larson Financial Group's LPLA Position: Q2 2026 in Review

Larson Financial Group increased its LPL Financial (LPLA) stake by 20% in Q2 2026, buying an estimated $105K and bringing the position to 2,128 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #508.

Larson Financial Group first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Larson Financial Group held 2,128 shares of LPL Financial worth $599K as of Q2 2026.
  • Larson Financial Group bought 350 LPL Financial shares in Q2 2026, an estimated $105K.
  • LPL Financial made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #508 holding.
  • Larson Financial Group first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.