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Modern Wealth Management’s LPL Financial LPLA Stock Holding History

Modern Wealth Management’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
Q1 		– Sell
-677
Closed -$242K – 923
2025
Q4 		$242K Buy
+677
New +$239K ﹤0.01% 754

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Modern Wealth Management's LPLA Position: Q1 2026 in Review

Modern Wealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 677 shares — an estimated $242K sold.

Modern Wealth Management first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Modern Wealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 677 LPL Financial shares in Q1 2026, an estimated $242K.
  • Modern Wealth Management first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's LPL Financial position peaked at $242K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.