Legacy Wealth Advisors’s LPL Financial LPLA Stock Holding History

Legacy Wealth Advisors’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 Q1	–	Sell	-724	Closed	-$259K	–	115
2025 Q4	$259K	Buy	+724	New	+$256K	0.17%	61

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Legacy Wealth Advisors's LPLA Position: Q1 2026 in Review

Legacy Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 724 shares — an estimated $259K sold.

Legacy Wealth Advisors first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Legacy Wealth Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Advisors sold 724 LPL Financial shares in Q1 2026, an estimated $259K.
Legacy Wealth Advisors first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
Legacy Wealth Advisors's LPL Financial position peaked at $259K in Q4 2025.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Legacy Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.