Patriot Financial Group Insurance Agency’s LPL Financial LPLA Stock Holding History

Patriot Financial Group Insurance Agency’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	$253K	Buy	+899	New	+$270K	0.03%	429
2021 Q3	–	Sell	-6	Closed	-$1K	–	2199
2021 Q2	$1K	Sell	6 -1	-14%	-$145	﹤0.01%	1990
2021 Q1	$1K	Sell	7 -1	-13%	-$128	﹤0.01%	1894
2020 Q4	$1K	Sell	8 -392	-98%	-$35.2K	﹤0.01%	1770
2020 Q3	$31K	Hold	400	–	–	0.01%	662
2020 Q2	$31K	Sell	400 -31	-7%	-$2.07K	0.01%	627
2020 Q1	$23K	Buy	431 +423	+5,288%	+$34.1K	0.01%	623
2019 Q4	$1K	Sell	8 -4	-33%	-$343	﹤0.01%	1214
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	1198
2019 Q2	$1K	Sell	12 -12	-50%	-$949	﹤0.01%	1269
2019 Q1	$2K	Buy	+24	New	+$1.73K	﹤0.01%	1016

Other funds holding LPLA

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LPLA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in LPL Financial (LPLA) in Q2 2026: 899 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in LPLA as recently as Q2 2021.

Patriot Financial Group Insurance Agency first reported a position in LPLA in Q1 2019 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Patriot Financial Group Insurance Agency held 899 shares of LPL Financial worth $253K as of Q2 2026.
LPL Financial was a new Patriot Financial Group Insurance Agency position in Q2 2026.
LPL Financial made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #429 holding.
Patriot Financial Group Insurance Agency first reported a position in LPL Financial in Q1 2019 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.