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Oliver Luxxe Assets’s LPL Financial LPLA Stock Holding History

Oliver Luxxe Assets’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 		$3.14M Buy
11,152
+650
+6% +$195K 0.46% 73
2026
Q1 		$3.16M Buy
10,502
+401
+4% +$135K 0.47% 75
2025
Q4 		$3.61M Buy
10,101
+536
+6% +$190K 0.55% 60
2025
Q3 		$3.18M Buy
9,565
+480
+5% +$174K 0.5% 66
2025
Q2 		$3.41M Buy
9,085
+66
+0.7% +$23.1K 0.61% 62
2025
Q1 		$2.95M Buy
9,019
+646
+8% +$225K 0.55% 70
2024
Q4 		$1.95M Hold
8,373
– – 0.35% 98
2024
Q3 		$1.95M Buy
8,373
+144
+2% +$32.4K 0.35% 99
2024
Q2 		$2.3M Buy
8,229
+64
+0.8% +$17.4K 0.49% 65
2024
Q1 		$2.16M Buy
8,165
+13
+0.2% +$3.28K 0.45% 69
2023
Q4 		$1.86M Buy
8,152
+48
+0.6% +$10.8K 0.44% 76
2023
Q3 		$1.93M Buy
8,104
+2,776
+52% +$645K 0.49% 70
2023
Q2 		$1.16M Sell
5,328
-8
-0.1% -$1.6K 0.29% 87
2023
Q1 		$1.08M Buy
5,336
+181
+4% +$41.4K 0.28% 82
2022
Q4 		$1.11M Buy
5,155
+19
+0.4% +$4.44K 0.31% 86
2022
Q3 		$1.12M Sell
5,136
-4,257
-45% -$905K 0.35% 82
2022
Q2 		$1.73M Sell
9,393
-3,867
-29% -$734K 0.51% 72
2022
Q1 		$2.42M Sell
13,260
-2,503
-16% -$436K 0.61% 65
2021
Q4 		$2.52M Sell
15,763
-97
-0.6% -$16K 0.64% 57
2021
Q3 		$2.49M Buy
15,860
+1,068
+7% +$153K 0.68% 55
2021
Q2 		$2M Buy
14,792
+1,252
+9% +$182K 0.55% 74
2021
Q1 		$1.93M Sell
13,540
-130
-1% -$16.6K 0.58% 66
2020
Q4 		$1.6M Buy
13,670
+855
+7% +$76.8K 0.5% 73
2020
Q3 		$983K Buy
12,815
+550
+4% +$43.7K 0.37% 91
2020
Q2 		$962K Buy
+12,265
New +$820K 0.51% 70
2020
Q1 		– Sell
-2,369
Closed -$219K – 130
2019
Q4 		$219K Buy
+2,369
New +$203K 0.11% 117

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

Oliver Luxxe Assets's LPLA Position: Q2 2026 in Review

Oliver Luxxe Assets increased its LPL Financial (LPLA) stake by 6.2% in Q2 2026, buying an estimated $195K and bringing the position to 11,152 shares worth $3.14M. The position accounts for 0.46% of the portfolio, ranked #73.

Oliver Luxxe Assets first reported a position in LPLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.61M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Oliver Luxxe Assets held 11,152 shares of LPL Financial worth $3.14M as of Q2 2026.
  • Oliver Luxxe Assets bought 650 LPL Financial shares in Q2 2026, an estimated $195K.
  • LPL Financial made up 0.46% of Oliver Luxxe Assets's portfolio in Q2 2026, its #73 holding.
  • Oliver Luxxe Assets first reported a position in LPL Financial in Q4 2019 and has held it in 26 quarters since.
  • Oliver Luxxe Assets's LPL Financial position peaked at $3.61M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.