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Moody Lynn & Lieberson’s LPL Financial LPLA Stock Holding History

Moody Lynn & Lieberson’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 		$338K Sell
1,200
-7
-0.6% -$2.1K 0.02% 209
2026
Q1 		$363K Sell
1,207
-3
-0.2% -$1.01K 0.02% 199
2025
Q4 		$432K Buy
1,210
+10
+0.8% +$3.54K 0.02% 186
2025
Q3 		$399K Sell
1,200
-7
-0.6% -$2.54K 0.02% 193
2025
Q2 		$453K Buy
1,207
+7
+0.6% +$2.45K 0.03% 180
2025
Q1 		$393K Hold
1,200
– – 0.03% 184
2024
Q4 		$392K Hold
1,200
– – 0.02% 185
2024
Q3 		$279K Sell
1,200
-600
-33% -$135K 0.02% 218
2024
Q2 		$503K Hold
1,800
– – 0.03% 162
2024
Q1 		$476K Hold
1,800
– – 0.03% 165
2023
Q4 		$410K Hold
1,800
– – 0.03% 173
2023
Q3 		$428K Hold
1,800
– – 0.04% 153
2023
Q2 		$391K Hold
1,800
– – 0.03% 168
2023
Q1 		$364K Hold
1,800
– – 0.03% 179
2022
Q4 		$389K Hold
1,800
– – 0.04% 179
2022
Q3 		$393K Hold
1,800
– – 0.04% 163
2022
Q2 		$332K Hold
1,800
– – 0.03% 183
2022
Q1 		$329K Hold
1,800
– – 0.02% 192
2021
Q4 		$288K Sell
1,800
-200
-10% -$33K 0.02% 209
2021
Q3 		$314K Buy
+2,000
New +$287K 0.02% 190

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Moody Lynn & Lieberson's LPLA Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its LPL Financial (LPLA) stake by 0.58% in Q2 2026, selling an estimated $2.1K and leaving 1,200 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #209.

Moody Lynn & Lieberson first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $503K in Q2 2024. 224 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Moody Lynn & Lieberson held 1,200 shares of LPL Financial worth $338K as of Q2 2026.
  • Moody Lynn & Lieberson sold 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
  • LPL Financial made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #209 holding.
  • Moody Lynn & Lieberson first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
  • Moody Lynn & Lieberson's LPL Financial position peaked at $503K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.