Parallel Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $737K | Sell |
2,615
-96
| -4% | -$28.8K | 0.01% | 641 |
|
|
2026
Q1 | $816K | Buy |
2,711
+183
| +7% | +$61.4K | 0.01% | 549 |
|
|
2025
Q4 | $903K | Buy |
2,528
+51
| +2% | +$18K | 0.02% | 480 |
|
|
2025
Q3 | $824K | Sell |
2,477
-37
| -1% | -$13.4K | 0.02% | 501 |
|
|
2025
Q2 | $943K | Sell |
2,514
-20
| -0.8% | -$7.01K | 0.02% | 434 |
|
|
2025
Q1 | $829K | Buy |
2,534
+55
| +2% | +$19.2K | 0.02% | 437 |
|
|
2024
Q4 | $809K | Buy |
2,479
+54
| +2% | +$16K | 0.02% | 449 |
|
|
2024
Q3 | $564K | Sell |
2,425
-9
| -0.4% | -$2.03K | 0.01% | 534 |
|
|
2024
Q2 | $680K | Buy |
2,434
+18
| +0.7% | +$4.89K | 0.02% | 452 |
|
|
2024
Q1 | $638K | Buy |
2,416
+38
| +2% | +$9.59K | 0.02% | 458 |
|
|
2023
Q4 | $541K | Buy |
2,378
+26
| +1% | +$5.84K | 0.02% | 467 |
|
|
2023
Q3 | $559K | Buy |
2,352
+43
| +2% | +$9.98K | 0.02% | 432 |
|
|
2023
Q2 | $502K | Sell |
2,309
-72
| -3% | -$14.4K | 0.02% | 468 |
|
|
2023
Q1 | $482K | Buy |
2,381
+132
| +6% | +$30.2K | 0.02% | 472 |
|
|
2022
Q4 | $486K | Sell |
2,249
-22
| -1% | -$5.14K | 0.02% | 425 |
|
|
2022
Q3 | $496K | Sell |
2,271
-29
| -1% | -$6.17K | 0.02% | 389 |
|
|
2022
Q2 | $424K | Buy |
2,300
+34
| +2% | +$6.46K | 0.02% | 447 |
|
|
2022
Q1 | $421K | Buy |
2,266
+1,931
| +576% | +$336K | 0.02% | 471 |
|
|
2021
Q4 | $54K | Buy |
335
+39
| +13% | +$6.44K | ﹤0.01% | 1280 |
|
|
2021
Q3 | $46K | Buy |
296
+149
| +101% | +$21.4K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $20K | Buy |
147
+25
| +20% | +$3.64K | ﹤0.01% | 1683 |
|
|
2021
Q1 | $17K | Buy |
122
+43
| +54% | +$5.49K | ﹤0.01% | 1673 |
|
|
2020
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 1880 |
|
|
2020
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 1953 |
|
|
2020
Q2 | $6K | Buy |
79
+50
| +172% | +$3.34K | ﹤0.01% | 1909 |
|
|
2020
Q1 | $1K | Sell |
29
-4
| -12% | -$322 | ﹤0.01% | 2290 |
|
|
2019
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q3 | $3K | Buy |
+33
| New | +$2.64K | ﹤0.01% | 2071 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$3K | – | 2204 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q2 | $2K | Buy |
+45
| New | +$2.96K | ﹤0.01% | 1859 |
|
Other funds holding LPLA
JT
SC
Parallel Advisors's LPLA Position: Q2 2026 in Review
Parallel Advisors reduced its LPL Financial (LPLA) stake by 3.5% in Q2 2026, selling an estimated $28.8K and leaving 2,615 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #641.
Parallel Advisors first reported a position in LPLA in Q2 2018 and has held it in 30 quarters since. The position peaked at $943K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Parallel Advisors held 2,615 shares of LPL Financial worth $737K as of Q2 2026.
- Parallel Advisors sold 96 LPL Financial shares in Q2 2026, an estimated $28.8K.
- LPL Financial made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #641 holding.
- Parallel Advisors first reported a position in LPL Financial in Q2 2018 and has held it in 30 quarters since.
- Parallel Advisors's LPL Financial position peaked at $943K in Q2 2025.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.