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Magnolia Private Wealth’s LPL Financial LPLA Stock Holding History

Magnolia Private Wealth’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
Q1 		$495K Sell
1,644
-3
-0.2% -$1.01K 0.33% 72
2025
Q4 		$588K Sell
1,647
-10
-0.6% -$3.54K 0.41% 56
2025
Q3 		$551K Sell
1,657
-5
-0.3% -$1.81K 0.4% 54
2025
Q2 		$623K Buy
1,662
+33
+2% +$11.6K 0.48% 53
2025
Q1 		$533K Buy
1,629
+78
+5% +$27.2K 0.44% 51
2024
Q4 		$506K Buy
+1,551
New +$459K 0.44% 55

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Magnolia Private Wealth's LPLA Position: Q1 2026 in Review

Magnolia Private Wealth reduced its LPL Financial (LPLA) stake by 0.18% in Q1 2026, selling an estimated $1.01K and leaving 1,644 shares worth $495K. The position accounts for 0.33% of the portfolio, ranked #72.

Magnolia Private Wealth first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $623K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Magnolia Private Wealth held 1,644 shares of LPL Financial worth $495K as of Q1 2026.
  • Magnolia Private Wealth sold 3 LPL Financial shares in Q1 2026, an estimated $1.01K.
  • LPL Financial made up 0.33% of Magnolia Private Wealth's portfolio in Q1 2026, its #72 holding.
  • Magnolia Private Wealth first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Magnolia Private Wealth's LPL Financial position peaked at $623K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.