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One Day In July LLC’s LPL Financial LPLA Stock Holding History

One Day In July LLC’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
-702
Closed -$211K – 172
2026
Q1 		$211K Hold
702
– – 0.02% 148
2025
Q4 		$251K Hold
702
– – 0.02% 133
2025
Q3 		$234K Hold
702
– – 0.02% 126
2025
Q2 		$263K Hold
702
– – 0.02% 120
2025
Q1 		$230K Hold
702
– – 0.02% 123
2024
Q4 		$229K Buy
+702
New +$208K 0.02% 121

Other funds holding LPLA

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

One Day In July LLC's LPLA Position: Q2 2026 in Review

One Day In July LLC sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 702 shares — an estimated $211K sold.

One Day In July LLC first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $263K in Q2 2025. 276 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • One Day In July LLC reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • One Day In July LLC sold 702 LPL Financial shares in Q2 2026, an estimated $211K.
  • One Day In July LLC first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
  • One Day In July LLC's LPL Financial position peaked at $263K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.