Legacy Financial Group (Iowa)
LPLA icon

Legacy Financial Group (Iowa)’s LPL Financial LPLA Stock Holding History

Legacy Financial Group (Iowa)’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 		$389K Hold
1,381
– – 0.04% 96
2026
Q1 		$415K Hold
1,381
– – 0.05% 89
2025
Q4 		$537K Hold
1,381
– – 0.07% 83
2025
Q3 		$459K Hold
1,381
– – 0.06% 83
2025
Q2 		$518K Buy
1,381
+15
+1% +$5.25K 0.07% 76
2025
Q1 		$447K Hold
1,366
– – 0.07% 78
2024
Q4 		$446K Buy
+1,366
New +$404K 0.07% 75
2024
Q3 		– Sell
-1,366
Closed -$382K – 82
2024
Q2 		$382K Hold
1,366
– – 0.08% 77
2024
Q1 		$361K Buy
+1,366
New +$345K 0.07% 75
2023
Q4 		– Sell
-1,366
Closed -$325K – 306
2023
Q3 		$325K Buy
+1,366
New +$317K 0.08% 74

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JT
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Vanguard Capital Management
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Principal Financial Group
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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

Legacy Financial Group (Iowa)'s LPLA Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its LPL Financial (LPLA) position steady in Q2 2026 at 1,381 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #96.

Legacy Financial Group (Iowa) first reported a position in LPLA in Q3 2023 and has held it in 10 quarters since. The position peaked at $537K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,381 shares of LPL Financial worth $389K as of Q2 2026.
  • Legacy Financial Group (Iowa) left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.04% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #96 holding.
  • Legacy Financial Group (Iowa) first reported a position in LPL Financial in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s LPL Financial position peaked at $537K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.