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Montag & Associates’s LPL Financial LPLA Stock Holding History

Montag & Associates’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 		$10.4K Hold
37
– – ﹤0.01% 759
2026
Q1 		$11.1K Hold
37
– – ﹤0.01% 741
2025
Q4 		$13.2K Hold
37
– – ﹤0.01% 745
2025
Q3 		$12.3K Hold
37
– – ﹤0.01% 738
2025
Q2 		$13.9K Buy
+37
New +$13K ﹤0.01% 710

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 $3.38T AUM 44.17% 1-Year Est. Return

Montag & Associates's LPLA Position: Q2 2026 in Review

Montag & Associates held its LPL Financial (LPLA) position steady in Q2 2026 at 37 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Montag & Associates first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Montag & Associates held 37 shares of LPL Financial worth $10.4K as of Q2 2026.
  • Montag & Associates left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #759 holding.
  • Montag & Associates first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Montag & Associates's LPL Financial position peaked at $13.9K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.