Lido Advisors
LPLA icon

Lido Advisors’s LPL Financial LPLA Stock Holding History

Lido 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
Q2 		$325K Sell
1,154
-1,454
-56% -$436K ﹤0.01% 1723
2026
Q1 		$785K Buy
2,608
+679
+35% +$228K ﹤0.01% 1077
2025
Q4 		$646K Buy
1,929
+84
+5% +$29.7K ﹤0.01% 1196
2025
Q3 		$614K Sell
1,845
-639
-26% -$232K ﹤0.01% 1154
2025
Q2 		$932K Buy
2,484
+710
+40% +$249K ﹤0.01% 872
2025
Q1 		$581K Buy
1,774
+35
+2% +$12.2K ﹤0.01% 972
2024
Q4 		$568K Buy
1,739
+219
+14% +$64.8K ﹤0.01% 971
2024
Q3 		$354K Sell
1,520
-77
-5% -$17.4K ﹤0.01% 1093
2024
Q2 		$446K Buy
1,597
+61
+4% +$16.6K ﹤0.01% 961
2024
Q1 		$406K Buy
1,536
+29
+2% +$7.32K ﹤0.01% 968
2023
Q4 		$343K Sell
1,507
-356
-19% -$80K ﹤0.01% 980
2023
Q3 		$443K Buy
1,863
+64
+4% +$14.9K ﹤0.01% 781
2023
Q2 		$391K Buy
1,799
+2
+0.1% +$400 ﹤0.01% 818
2023
Q1 		$364K Buy
1,797
+95
+6% +$21.7K ﹤0.01% 807
2022
Q4 		$368K Buy
1,702
+8
+0.5% +$1.87K ﹤0.01% 728
2022
Q3 		$370K Buy
1,694
+327
+24% +$69.5K ﹤0.01% 653
2022
Q2 		$252K Buy
+1,367
New +$260K ﹤0.01% 804

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

Lido Advisors's LPLA Position: Q2 2026 in Review

Lido Advisors reduced its LPL Financial (LPLA) stake by 56% in Q2 2026, selling an estimated $436K and leaving 1,154 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Lido Advisors first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $932K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Lido Advisors held 1,154 shares of LPL Financial worth $325K as of Q2 2026.
  • Lido Advisors sold 1,454 LPL Financial shares in Q2 2026, an estimated $436K.
  • LPL Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1723 holding.
  • Lido Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • Lido Advisors's LPL Financial position peaked at $932K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.