Napier Financial’s LPL Financial LPLA Stock Holding History

Napier Financial’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	$23.4K	Hold	83	–	–	﹤0.01%	267
2026 Q1	$25K	Buy	+83	New	+$27.8K	0.01%	260

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

Napier Financial's LPLA Position: Q2 2026 in Review

Napier Financial held its LPL Financial (LPLA) position steady in Q2 2026 at 83 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Napier Financial first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $25K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Napier Financial held 83 shares of LPL Financial worth $23.4K as of Q2 2026.
Napier Financial left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Napier Financial's portfolio in Q2 2026, its #267 holding.
Napier Financial first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
Napier Financial's LPL Financial position peaked at $25K in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.