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Main Street Financial Solutions’s LPL Financial LPLA Stock Holding History

Main Street Financial Solutions’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 		$282K Buy
1,002
+324
+48% +$97.2K 0.02% 499
2026
Q1 		$204K Buy
+678
New +$227K 0.01% 537

Other funds holding LPLA

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Main Street Financial Solutions's LPLA Position: Q2 2026 in Review

Main Street Financial Solutions increased its LPL Financial (LPLA) stake by 48% in Q2 2026, buying an estimated $97.2K and bringing the position to 1,002 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #499.

Main Street Financial Solutions first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Main Street Financial Solutions held 1,002 shares of LPL Financial worth $282K as of Q2 2026.
  • Main Street Financial Solutions bought 324 LPL Financial shares in Q2 2026, an estimated $97.2K.
  • LPL Financial made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #499 holding.
  • Main Street Financial Solutions first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.