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Opal Wealth Advisors’s LPL Financial LPLA Stock Holding History

Opal Wealth 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
Q1 		$24.7K Buy
+82
New +$27.5K 0.01% 556
2024
Q3 		– Sell
-60
Closed -$16.8K – 758
2024
Q2 		$16.8K Buy
+60
New +$16.3K 0.01% 554

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Opal Wealth Advisors's LPLA Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in LPL Financial (LPLA) in Q1 2026: 82 shares worth $24.7K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in LPLA as recently as Q2 2024.

Opal Wealth Advisors first reported a position in LPLA in Q2 2024 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Opal Wealth Advisors held 82 shares of LPL Financial worth $24.7K as of Q1 2026.
  • LPL Financial was a new Opal Wealth Advisors position in Q1 2026.
  • LPL Financial made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #556 holding.
  • Opal Wealth Advisors first reported a position in LPL Financial in Q2 2024 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.