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Merit Financial Group’s LPL Financial LPLA Stock Holding History

Merit Financial Group’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 		$1.33M Buy
4,730
+108
+2% +$32.4K 0.01% 931
2026
Q1 		$1.39M Sell
4,622
-39
-0.8% -$13.1K 0.01% 842
2025
Q4 		$1.66M Buy
4,661
+9
+0.2% +$3.18K 0.01% 713
2025
Q3 		$1.55M Buy
4,652
+931
+25% +$337K 0.01% 671
2025
Q2 		$1.4M Buy
3,721
+380
+11% +$133K 0.02% 643
2025
Q1 		$1.09M Buy
3,341
+2,209
+195% +$769K 0.02% 628
2024
Q4 		$370K Buy
1,132
+50
+5% +$14.8K 0.01% 840
2024
Q3 		$252K Buy
+1,082
New +$244K 0.01% 718
2023
Q3 		– Sell
-1,900
Closed -$413K – 769
2023
Q2 		$413K Sell
1,900
-89
-4% -$17.8K 0.01% 508
2023
Q1 		$403K Sell
1,989
-5
-0.3% -$1.14K 0.01% 448
2022
Q4 		$431K Buy
1,994
+376
+23% +$87.9K 0.02% 460
2022
Q3 		$354K Sell
1,618
-271
-14% -$57.6K 0.02% 409
2022
Q2 		$348K Buy
+1,889
New +$359K 0.01% 420

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

Merit Financial Group's LPLA Position: Q2 2026 in Review

Merit Financial Group increased its LPL Financial (LPLA) stake by 2.3% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,730 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #931.

Merit Financial Group first reported a position in LPLA in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.66M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Merit Financial Group held 4,730 shares of LPL Financial worth $1.33M as of Q2 2026.
  • Merit Financial Group bought 108 LPL Financial shares in Q2 2026, an estimated $32.4K.
  • LPL Financial made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #931 holding.
  • Merit Financial Group first reported a position in LPL Financial in Q2 2022 and has held it in 13 quarters since.
  • Merit Financial Group's LPL Financial position peaked at $1.66M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.