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Park Avenue Securities’s LPL Financial LPLA Stock Holding History

Park Avenue Securities’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 		$588K Sell
2,088
-213
-9% -$63.9K ﹤0.01% 1220
2026
Q1 		$692K Buy
+2,301
New +$772K 0.01% 967
2025
Q4 		– Sell
-3,605
Closed -$1.2M – 1628
2025
Q3 		$1.2M Sell
3,605
-558
-13% -$202K 0.01% 808
2025
Q2 		$1.56M Buy
4,163
+22
+0.5% +$7.71K 0.01% 604
2025
Q1 		$1.35M Buy
4,141
+292
+8% +$102K 0.02% 510
2024
Q4 		$1.26M Buy
3,849
+210
+6% +$62.1K 0.01% 657
2024
Q3 		$847K Sell
3,639
-4,260
-54% -$960K 0.01% 749
2024
Q2 		$2.21M Buy
7,899
+513
+7% +$139K 0.03% 384
2024
Q1 		$1.95M Sell
7,386
-1,205
-14% -$304K 0.03% 422
2023
Q4 		$1.96M Sell
8,591
-1,273
-13% -$286K 0.03% 382
2023
Q3 		$2.34M Buy
+9,864
New +$2.29M 0.04% 294
2023
Q1 		– Sell
-7,752
Closed -$1.68M – 967
2022
Q4 		$1.68M Buy
7,752
+201
+3% +$47K 0.03% 348
2022
Q3 		$1.65M Buy
7,551
+889
+13% +$189K 0.03% 307
2022
Q2 		$1.23M Buy
6,662
+3,170
+91% +$602K 0.02% 389
2022
Q1 		$638K Buy
3,492
+863
+33% +$150K 0.01% 636
2021
Q4 		$421K Buy
2,629
+853
+48% +$141K 0.01% 787
2021
Q3 		$278K Buy
1,776
+162
+10% +$23.3K 0.01% 886
2021
Q2 		$218K Buy
+1,614
New +$235K ﹤0.01% 963

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Park Avenue Securities's LPLA Position: Q2 2026 in Review

Park Avenue Securities reduced its LPL Financial (LPLA) stake by 9.3% in Q2 2026, selling an estimated $63.9K and leaving 2,088 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Park Avenue Securities first reported a position in LPLA in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2023. 224 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Park Avenue Securities held 2,088 shares of LPL Financial worth $588K as of Q2 2026.
  • Park Avenue Securities sold 213 LPL Financial shares in Q2 2026, an estimated $63.9K.
  • LPL Financial made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1220 holding.
  • Park Avenue Securities first reported a position in LPL Financial in Q2 2021 and has held it in 18 quarters since.
  • Park Avenue Securities's LPL Financial position peaked at $2.34M in Q3 2023.
  • 224 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.