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Natural Investments’s LPL Financial LPLA Stock Holding History

Natural Investments’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 		– Sell
-671
Closed -$201K – 307
2026
Q1 		$201K Sell
671
-56
-8% -$18.8K 0.05% 279
2025
Q4 		$259K Buy
727
+33
+5% +$11.7K 0.06% 234
2025
Q3 		$230K Sell
694
-1
-0.1% -$362 0.06% 212
2025
Q2 		$260K Buy
695
+48
+7% +$16.8K 0.07% 216
2025
Q1 		$211K Sell
647
-4
-0.6% -$1.39K 0.06% 229
2024
Q4 		$212K Buy
+651
New +$193K 0.06% 228

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Natural Investments's LPLA Position: Q2 2026 in Review

Natural Investments sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 671 shares — an estimated $201K sold.

Natural Investments first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $260K in Q2 2025. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Natural Investments reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Natural Investments sold 671 LPL Financial shares in Q2 2026, an estimated $201K.
  • Natural Investments first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
  • Natural Investments's LPL Financial position peaked at $260K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.