Leelyn Smith’s LPL Financial LPLA Stock Holding History

Leelyn Smith’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	$1.06M	Hold	3,764	–	–	0.13%	103
2026 Q1	$1.13M	Buy	3,764 +614	+19%	+$206K	0.16%	95
2025 Q4	$1.13M	Buy	+3,150	New	+$1.11M	0.16%	98

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

Leelyn Smith's LPLA Position: Q2 2026 in Review

Leelyn Smith held its LPL Financial (LPLA) position steady in Q2 2026 at 3,764 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #103.

Leelyn Smith first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Leelyn Smith held 3,764 shares of LPL Financial worth $1.06M as of Q2 2026.
Leelyn Smith left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.13% of Leelyn Smith's portfolio in Q2 2026, its #103 holding.
Leelyn Smith first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
Leelyn Smith's LPL Financial position peaked at $1.13M in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.