N.E.W. Advisory Services’s LPL Financial LPLA Stock Holding History

N.E.W. Advisory Services’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	$15.2K	Hold	54	–	–	﹤0.01%	584
2026 Q1	$16.2K	Hold	54	–	–	﹤0.01%	539
2025 Q4	$19.3K	Hold	54	–	–	﹤0.01%	510
2025 Q3	$18K	Hold	54	–	–	﹤0.01%	479
2025 Q2	$20.2K	Hold	54	–	–	﹤0.01%	462
2025 Q1	$17.7K	Buy	+54	New	+$18.8K	﹤0.01%	513

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

N.E.W. Advisory Services's LPLA Position: Q2 2026 in Review

N.E.W. Advisory Services held its LPL Financial (LPLA) position steady in Q2 2026 at 54 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

N.E.W. Advisory Services first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.2K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

N.E.W. Advisory Services held 54 shares of LPL Financial worth $15.2K as of Q2 2026.
N.E.W. Advisory Services left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #584 holding.
N.E.W. Advisory Services first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's LPL Financial position peaked at $20.2K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.