Regatta Research & Money Management’s LPL Financial LPLA Stock Holding History

Regatta Research & Money 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	$23.4K	Buy	+83	New	+$24.9K	0.02%	391

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's LPLA Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in LPL Financial (LPLA) in Q2 2026: 83 shares worth $23.4K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings.

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

Regatta Research & Money Management held 83 shares of LPL Financial worth $23.4K as of Q2 2026.
LPL Financial was a new Regatta Research & Money Management position in Q2 2026.
LPL Financial made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #391 holding.
510 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.