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Owl Creek Wealth Partners’s LPL Financial LPLA Stock Holding History

Owl Creek Wealth Partners’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 		$11.5K Sell
41
-15
-27% -$4.5K ﹤0.01% 798
2026
Q1 		$16.8K Buy
+56
New +$18.8K 0.01% 621

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JT
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Vanguard Portfolio Management
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Vanguard Capital Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
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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

Owl Creek Wealth Partners's LPLA Position: Q2 2026 in Review

Owl Creek Wealth Partners reduced its LPL Financial (LPLA) stake by 27% in Q2 2026, selling an estimated $4.5K and leaving 41 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Owl Creek Wealth Partners first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.8K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Owl Creek Wealth Partners held 41 shares of LPL Financial worth $11.5K as of Q2 2026.
  • Owl Creek Wealth Partners sold 15 LPL Financial shares in Q2 2026, an estimated $4.5K.
  • LPL Financial made up ﹤0.01% of Owl Creek Wealth Partners's portfolio in Q2 2026, its #798 holding.
  • Owl Creek Wealth Partners first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Owl Creek Wealth Partners's LPL Financial position peaked at $16.8K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Owl Creek Wealth Partners's 13F filing for Q2 2026, filed 20 Jul 2026.