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MASECO Private Wealth’s LPL Financial LPLA Stock Holding History

MASECO 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 		– Sell
-7
Closed -$2.11K – 355
2026
Q1 		$2.11K Hold
7
– – ﹤0.01% 343
2025
Q4 		$2.5K Sell
7
-84
-92% -$29.7K ﹤0.01% 465
2025
Q3 		$30.4K Hold
91
– – ﹤0.01% 119
2025
Q2 		$34.2K Buy
+91
New +$31.9K ﹤0.01% 200

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 $3.38T AUM 44.17% 1-Year Est. Return

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

MASECO Private Wealth sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 7 shares — an estimated $2.11K sold.

MASECO Private Wealth first reported a position in LPLA in Q2 2025 and held it in 4 quarters. The position peaked at $34.2K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MASECO Private Wealth reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 7 LPL Financial shares in Q2 2026, an estimated $2.11K.
  • MASECO Private Wealth first reported a position in LPL Financial in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's LPL Financial position peaked at $34.2K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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