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Millstone Evans Group’s LPL Financial LPLA Stock Holding History

Millstone Evans 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 		$24.5K Buy
87
+38
+78% +$11.4K 0.01% 471
2026
Q1 		$14.7K Hold
49
– – 0.01% 521
2025
Q4 		$17.5K Sell
49
-39
-44% -$13.8K 0.01% 485
2025
Q3 		$29.3K Buy
88
+24
+38% +$8.7K 0.02% 409
2025
Q2 		$24K Sell
64
-23
-26% -$8.06K 0.02% 423
2025
Q1 		$28.5K Buy
87
+48
+123% +$16.7K 0.02% 395
2024
Q4 		$12.7K Buy
+39
New +$11.5K 0.01% 472

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

Millstone Evans Group's LPLA Position: Q2 2026 in Review

Millstone Evans Group increased its LPL Financial (LPLA) stake by 78% in Q2 2026, buying an estimated $11.4K and bringing the position to 87 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #471.

Millstone Evans Group first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.3K in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Millstone Evans Group held 87 shares of LPL Financial worth $24.5K as of Q2 2026.
  • Millstone Evans Group bought 38 LPL Financial shares in Q2 2026, an estimated $11.4K.
  • LPL Financial made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #471 holding.
  • Millstone Evans Group first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's LPL Financial position peaked at $29.3K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.