MCA
LPLA icon

McGuire Capital Advisors’s LPL Financial LPLA Stock Holding History

McGuire Capital 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 		$1.97K Hold
7
– – ﹤0.01% 694
2026
Q1 		$2.11K Sell
7
-3
-30% -$1.01K ﹤0.01% 649
2025
Q4 		$3.57K Buy
+10
New +$3.54K ﹤0.01% 584

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

McGuire Capital Advisors's LPLA Position: Q2 2026 in Review

McGuire Capital Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 7 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

McGuire Capital Advisors first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.57K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • McGuire Capital Advisors held 7 shares of LPL Financial worth $1.97K as of Q2 2026.
  • McGuire Capital Advisors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #694 holding.
  • McGuire Capital Advisors first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's LPL Financial position peaked at $3.57K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.