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MONECO Advisors’s LPL Financial LPLA Stock Holding History

MONECO 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 		$381K Sell
1,353
-194
-13% -$58.2K 0.02% 418
2026
Q1 		$466K Hold
1,547
– – 0.04% 320
2025
Q4 		$553K Buy
1,547
+3
+0.2% +$1.06K 0.04% 293
2025
Q3 		$514K Sell
1,544
-41
-3% -$14.9K 0.04% 299
2025
Q2 		$594K Sell
1,585
-266
-14% -$93.2K 0.06% 260
2025
Q1 		$605K Sell
1,851
-629
-25% -$219K 0.06% 243
2024
Q4 		$810K Buy
2,480
+113
+5% +$33.4K 0.09% 201
2024
Q3 		$551K Sell
2,367
-29
-1% -$6.54K 0.07% 243
2024
Q2 		$669K Sell
2,396
-20
-0.8% -$5.43K 0.1% 195
2024
Q1 		$638K Buy
2,416
+498
+26% +$126K 0.1% 209
2023
Q4 		$437K Buy
1,918
+14
+0.7% +$3.15K 0.08% 230
2023
Q3 		$452K Buy
1,904
+26
+1% +$6.04K 0.12% 191
2023
Q2 		$408K Buy
1,878
+51
+3% +$10.2K 0.11% 200
2023
Q1 		$370K Buy
1,827
+63
+4% +$14.4K 0.11% 211
2022
Q4 		$381K Buy
1,764
+52
+3% +$12.2K 0.14% 162
2022
Q3 		$374K Hold
1,712
– – 0.15% 154
2022
Q2 		$316K Buy
1,712
+1
+0.1% +$190 0.12% 175
2022
Q1 		$313K Hold
1,711
– – 0.12% 177
2021
Q4 		$296K Sell
1,711
-19
-1% -$3.14K 0.11% 182
2021
Q3 		$271K Buy
1,730
+6
+0.3% +$862 0.11% 195
2021
Q2 		$233K Buy
1,724
+50
+3% +$7.27K 0.11% 191
2021
Q1 		$238K Buy
+1,674
New +$214K 0.12% 181

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

MONECO Advisors's LPLA Position: Q2 2026 in Review

MONECO Advisors reduced its LPL Financial (LPLA) stake by 13% in Q2 2026, selling an estimated $58.2K and leaving 1,353 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #418.

MONECO Advisors first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $810K in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • MONECO Advisors held 1,353 shares of LPL Financial worth $381K as of Q2 2026.
  • MONECO Advisors sold 194 LPL Financial shares in Q2 2026, an estimated $58.2K.
  • LPL Financial made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #418 holding.
  • MONECO Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • MONECO Advisors's LPL Financial position peaked at $810K in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.