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Marks Group Wealth Management’s LPL Financial LPLA Stock Holding History

Marks Group Wealth 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 		$347K Buy
1,231
+149
+14% +$44.7K 0.03% 301
2026
Q1 		$325K Buy
1,082
+289
+36% +$97K 0.03% 287
2025
Q4 		$283K Buy
793
+56
+8% +$19.8K 0.03% 295
2025
Q3 		$245K Buy
737
+86
+13% +$31.2K 0.02% 275
2025
Q2 		$244K Buy
+651
New +$228K 0.02% 272

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

Marks Group Wealth Management's LPLA Position: Q2 2026 in Review

Marks Group Wealth Management increased its LPL Financial (LPLA) stake by 14% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,231 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #301.

Marks Group Wealth Management first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Marks Group Wealth Management held 1,231 shares of LPL Financial worth $347K as of Q2 2026.
  • Marks Group Wealth Management bought 149 LPL Financial shares in Q2 2026, an estimated $44.7K.
  • LPL Financial made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Marks Group Wealth Management first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.