LA
LPLA icon

LVW Advisors’s LPL Financial LPLA Stock Holding History

LVW 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 		$587K Sell
2,084
-273
-12% -$81.9K 0.05% 210
2026
Q1 		$709K Sell
2,357
-717
-23% -$241K 0.07% 148
2025
Q4 		$1.1M Sell
3,074
-291
-9% -$103K 0.11% 94
2025
Q3 		$1.12M Sell
3,365
-340
-9% -$123K 0.11% 99
2025
Q2 		$1.39M Sell
3,705
-214
-5% -$75K 0.15% 86
2025
Q1 		$1.28M Sell
3,919
-252
-6% -$87.7K 0.15% 82
2024
Q4 		$1.36M Buy
4,171
+83
+2% +$24.5K 0.16% 89
2024
Q3 		$951K Buy
4,088
+499
+14% +$112K 0.12% 117
2024
Q2 		$1M Buy
3,589
+344
+11% +$93.4K 0.15% 97
2024
Q1 		$857K Buy
3,245
+61
+2% +$15.4K 0.15% 108
2023
Q4 		$725K Buy
3,184
+21
+0.7% +$4.72K 0.14% 113
2023
Q3 		$752K Sell
3,163
-338
-10% -$78.5K 0.16% 87
2023
Q2 		$761K Hold
3,501
– – 0.15% 98
2023
Q1 		$709K Sell
3,501
-74
-2% -$16.9K 0.14% 110
2022
Q4 		$773K Sell
3,575
-1,563
-30% -$365K 0.16% 103
2022
Q3 		$1.12M Sell
5,138
-152
-3% -$32.3K 0.25% 76
2022
Q2 		$976K Buy
5,290
+243
+5% +$46.1K 0.2% 84
2022
Q1 		$922K Sell
5,047
-510
-9% -$88.8K 0.16% 94
2021
Q4 		$890K Sell
5,557
-22
-0.4% -$3.63K 0.15% 102
2021
Q3 		$875K Buy
5,579
+121
+2% +$17.4K 0.15% 108
2021
Q2 		$737K Sell
5,458
-647
-11% -$94.1K 0.13% 113
2021
Q1 		$868K Buy
+6,105
New +$779K 0.17% 97

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

LVW Advisors's LPLA Position: Q2 2026 in Review

LVW Advisors reduced its LPL Financial (LPLA) stake by 12% in Q2 2026, selling an estimated $81.9K and leaving 2,084 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #210.

LVW Advisors first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.39M in Q2 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • LVW Advisors held 2,084 shares of LPL Financial worth $587K as of Q2 2026.
  • LVW Advisors sold 273 LPL Financial shares in Q2 2026, an estimated $81.9K.
  • LPL Financial made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #210 holding.
  • LVW Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • LVW Advisors's LPL Financial position peaked at $1.39M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.