MCF Advisors’s LPL Financial LPLA Stock Holding History

MCF Advisors’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	$38.9K	Hold	138	–	–	﹤0.01%	736
2026 Q1	$41.5K	Hold	138	–	–	﹤0.01%	640
2025 Q4	$49.3K	Hold	138	–	–	﹤0.01%	513
2025 Q3	$45.9K	Hold	138	–	–	﹤0.01%	445
2025 Q2	$51.7K	Hold	138	–	–	﹤0.01%	398
2025 Q1	$45.1K	Hold	138	–	–	﹤0.01%	409
2024 Q4	$45.1K	Hold	138	–	–	﹤0.01%	422
2024 Q3	$32.1K	Hold	138	–	–	﹤0.01%	461
2024 Q2	$38.5K	Buy	138 +12	+10%	+$3.26K	﹤0.01%	432
2024 Q1	$33.3K	Hold	126	–	–	﹤0.01%	449
2023 Q4	$28.7K	Hold	126	–	–	﹤0.01%	454
2023 Q3	$29.9K	Hold	126	–	–	﹤0.01%	428
2023 Q2	$27.4K	Hold	126	–	–	﹤0.01%	432
2023 Q1	$25.5K	Buy	+126	New	+$28.8K	﹤0.01%	438

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCF Advisors's LPLA Position: Q2 2026 in Review

MCF Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 138 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

MCF Advisors first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $51.7K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

MCF Advisors held 138 shares of LPL Financial worth $38.9K as of Q2 2026.
MCF Advisors left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #736 holding.
MCF Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
MCF Advisors's LPL Financial position peaked at $51.7K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.