Operose Advisors’s LPL Financial LPLA Stock Holding History

Operose 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	–	Sell	-5	Closed	-$1.5K	–	612
2026 Q1	$1.5K	Buy	+5	New	+$1.68K	﹤0.01%	514
2025 Q4	–	Sell	-27	Closed	-$8.98K	–	486
2025 Q3	$8.98K	Hold	27	–	–	﹤0.01%	367
2025 Q2	$10.1K	Hold	27	–	–	﹤0.01%	333
2025 Q1	$8.83K	Hold	27	–	–	﹤0.01%	327
2024 Q4	$8.82K	Buy	+27	New	+$7.98K	﹤0.01%	312

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Operose Advisors's LPLA Position: Q2 2026 in Review

Operose Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 5 shares — an estimated $1.5K sold.

Operose Advisors first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $10.1K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Operose Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
Operose Advisors first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
Operose Advisors's LPL Financial position peaked at $10.1K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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