LWAM
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Legacy Wealth Asset Management’s LPL Financial LPLA Stock Holding History

Legacy Wealth Asset Management’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 		$278K Buy
+988
New +$297K 0.06% 329

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

Legacy Wealth Asset Management's LPLA Position: Q2 2026 in Review

Legacy Wealth Asset Management opened a new position in LPL Financial (LPLA) in Q2 2026: 988 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #329 among its holdings.

763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Legacy Wealth Asset Management held 988 shares of LPL Financial worth $278K as of Q2 2026.
  • LPL Financial was a new Legacy Wealth Asset Management position in Q2 2026.
  • LPL Financial made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #329 holding.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.