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Parcion Private Wealth’s LPL Financial LPLA Stock Holding History

Parcion Private Wealth’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 		$221K Sell
786
-15
-2% -$4.5K 0.01% 462
2026
Q1 		$241K Buy
+801
New +$269K 0.01% 382

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Parcion Private Wealth's LPLA Position: Q2 2026 in Review

Parcion Private Wealth reduced its LPL Financial (LPLA) stake by 1.9% in Q2 2026, selling an estimated $4.5K and leaving 786 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #462.

Parcion Private Wealth first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Parcion Private Wealth held 786 shares of LPL Financial worth $221K as of Q2 2026.
  • Parcion Private Wealth sold 15 LPL Financial shares in Q2 2026, an estimated $4.5K.
  • LPL Financial made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #462 holding.
  • Parcion Private Wealth first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Parcion Private Wealth's LPL Financial position peaked at $241K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.