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Loring Wolcott & Coolidge Fiduciary Advisors’s LPL Financial LPLA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$4.51K Hold
16
– – ﹤0.01% 545
2026
Q1 		$5K Buy
+16
New +$5.37K ﹤0.01% 539
2021
Q3 		– Sell
-14
Closed -$2K – 860
2021
Q2 		$2K Buy
+14
New +$2.04K ﹤0.01% 865
2017
Q3 		– Sell
-125
Closed -$6K – 857
2017
Q2 		$6K Buy
+125
New +$5.07K ﹤0.01% 571

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LPLA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 16 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LPLA in Q2 2017 and has held it in 4 quarters since. The position peaked at $6K in Q2 2017. 493 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 16 shares of LPL Financial worth $4.51K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #545 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LPL Financial in Q2 2017 and has held it in 4 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's LPL Financial position peaked at $6K in Q2 2017.
  • 493 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.