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Perennial Investment Advisors’s LPL Financial LPLA Stock Holding History

Perennial Investment Advisors’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 		$238K Sell
842
-11
-1% -$3.3K 0.02% 506
2026
Q1 		$257K Buy
853
+56
+7% +$18.8K 0.02% 430
2025
Q4 		$285K Sell
797
-5
-0.6% -$1.77K 0.02% 388
2025
Q3 		$267K Sell
802
-2
-0.2% -$725 0.02% 393
2025
Q2 		$302K Buy
804
+31
+4% +$10.9K 0.03% 346
2025
Q1 		$253K Hold
773
– – 0.03% 353
2024
Q4 		$253K Buy
+773
New +$229K 0.03% 338

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
Jupiter Topco
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
Samlyn Capital
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

Perennial Investment Advisors's LPLA Position: Q2 2026 in Review

Perennial Investment Advisors reduced its LPL Financial (LPLA) stake by 1.3% in Q2 2026, selling an estimated $3.3K and leaving 842 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #506.

Perennial Investment Advisors first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Perennial Investment Advisors held 842 shares of LPL Financial worth $238K as of Q2 2026.
  • Perennial Investment Advisors sold 11 LPL Financial shares in Q2 2026, an estimated $3.3K.
  • LPL Financial made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #506 holding.
  • Perennial Investment Advisors first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Perennial Investment Advisors's LPL Financial position peaked at $302K in Q2 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.