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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
Q2 		$475K Buy
1,685
+41
+2% +$12.3K 0.26% 83
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 $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

Magnolia Private Wealth's LPLA Position: Q2 2026 in Review

Magnolia Private Wealth increased its LPL Financial (LPLA) stake by 2.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,685 shares worth $475K. The position accounts for 0.26% of the portfolio, ranked #83.

Magnolia Private Wealth first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Magnolia Private Wealth held 1,685 shares of LPL Financial worth $475K as of Q2 2026.
  • Magnolia Private Wealth bought 41 LPL Financial shares in Q2 2026, an estimated $12.3K.
  • LPL Financial made up 0.26% of Magnolia Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Magnolia Private Wealth first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Magnolia Private Wealth's LPL Financial position peaked at $623K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.