LAM
LPLA icon

Lifestyle Asset Management’s LPL Financial LPLA Stock Holding History

Lifestyle 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 		$345K Sell
1,224
-16
-1% -$4.8K 0.09% 102
2026
Q1 		$373K Buy
1,240
+49
+4% +$16.4K 0.12% 96
2025
Q4 		$425K Buy
1,191
+34
+3% +$12K 0.14% 89
2025
Q3 		$385K Buy
1,157
+75
+7% +$27.2K 0.13% 95
2025
Q2 		$406K Buy
1,082
+101
+10% +$35.4K 0.19% 77
2025
Q1 		$321K Buy
981
+83
+9% +$28.9K 0.18% 73
2024
Q4 		$293K Buy
+898
New +$266K 0.16% 78

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

Lifestyle Asset Management's LPLA Position: Q2 2026 in Review

Lifestyle Asset Management reduced its LPL Financial (LPLA) stake by 1.3% in Q2 2026, selling an estimated $4.8K and leaving 1,224 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #102.

Lifestyle Asset Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Lifestyle Asset Management held 1,224 shares of LPL Financial worth $345K as of Q2 2026.
  • Lifestyle Asset Management sold 16 LPL Financial shares in Q2 2026, an estimated $4.8K.
  • LPL Financial made up 0.09% of Lifestyle Asset Management's portfolio in Q2 2026, its #102 holding.
  • Lifestyle Asset Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Lifestyle Asset Management's LPL Financial position peaked at $425K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.