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LPLA icon

NewEdge Advisors’s LPL Financial LPLA Stock Holding History

NewEdge Advisors’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 		$713K Sell
2,531
-975
-28% -$293K ﹤0.01% 1894
2026
Q1 		$1.05M Sell
3,506
-256
-7% -$85.9K ﹤0.01% 1477
2025
Q4 		$1.34M Buy
3,762
+180
+5% +$63.7K ﹤0.01% 1306
2025
Q3 		$1.19M Buy
3,582
+176
+5% +$63.8K 0.01% 1298
2025
Q2 		$1.28M Sell
3,406
-119
-3% -$41.7K 0.01% 1154
2025
Q1 		$1.15M Buy
3,525
+1,055
+43% +$367K 0.01% 1107
2024
Q4 		$807K Sell
2,470
-1,707
-41% -$505K ﹤0.01% 1277
2024
Q3 		$972K Buy
4,177
+632
+18% +$142K 0.01% 1123
2024
Q2 		$990K Sell
3,545
-663
-16% -$180K 0.01% 1075
2024
Q1 		$1.11M Sell
4,208
-103
-2% -$26K 0.01% 954
2023
Q4 		$1M Buy
4,311
+505
+13% +$114K 0.01% 929
2023
Q3 		$904K Buy
3,806
+1,947
+105% +$452K 0.01% 904
2023
Q2 		$404K Sell
1,859
-1,758
-49% -$352K ﹤0.01% 1294
2023
Q1 		$732K Buy
3,617
+1,447
+67% +$331K 0.01% 932
2022
Q4 		$215K Sell
2,170
-1,251
-37% -$292K 0.01% 1162
2022
Q3 		$747K Buy
3,421
+2,071
+153% +$440K 0.01% 775
2022
Q2 		$249K Buy
+1,350
New +$256K ﹤0.01% 1295
2022
Q1 		– Sell
-1,698
Closed -$272K – 1417
2021
Q4 		$272K Buy
+1,698
New +$280K ﹤0.01% 1369
2017
Q3 		– Sell
-457
Closed -$19.5K – 789
2017
Q2 		$19.5K Buy
+457
New +$18.5K ﹤0.01% 748

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 $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's LPLA Position: Q2 2026 in Review

NewEdge Advisors reduced its LPL Financial (LPLA) stake by 28% in Q2 2026, selling an estimated $293K and leaving 2,531 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

NewEdge Advisors first reported a position in LPLA in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • NewEdge Advisors held 2,531 shares of LPL Financial worth $713K as of Q2 2026.
  • NewEdge Advisors sold 975 LPL Financial shares in Q2 2026, an estimated $293K.
  • LPL Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1894 holding.
  • NewEdge Advisors first reported a position in LPL Financial in Q2 2017 and has held it in 19 quarters since.
  • NewEdge Advisors's LPL Financial position peaked at $1.34M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.