Perigon Wealth Management’s LPL Financial LPLA Stock Holding History

Perigon Wealth Management’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	$303K	Sell	1,077 -7	-0.6%	-$2.1K	﹤0.01%	1111
2026 Q1	$326K	Sell	1,084 -30	-3%	-$10.1K	0.01%	985
2025 Q4	$398K	Buy	1,114 +138	+14%	+$48.8K	0.01%	892
2025 Q3	$325K	Sell	976 -3	-0.3%	-$1.09K	0.01%	919
2025 Q2	$367K	Buy	979 +183	+23%	+$64.1K	0.01%	771
2025 Q1	$260K	Sell	796 -5	-0.6%	-$1.74K	0.01%	867
2024 Q4	$277K	Buy	+801	New	+$237K	0.01%	848
2024 Q3	–	Sell	-845	Closed	-$236K	–	1015
2024 Q2	$236K	Sell	845 -25	-3%	-$6.79K	0.01%	765
2024 Q1	$230K	Buy	+870	New	+$220K	0.01%	760
2023 Q4	–	Sell	-909	Closed	-$216K	–	861
2023 Q3	$216K	Buy	+909	New	+$211K	0.01%	707
2021 Q1	–	Sell	-610	Closed	-$64K	–	802
2020 Q4	$64K	Buy	+610	New	+$54.8K	0.01%	665

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Perigon Wealth Management's LPLA Position: Q2 2026 in Review

Perigon Wealth Management reduced its LPL Financial (LPLA) stake by 0.65% in Q2 2026, selling an estimated $2.1K and leaving 1,077 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Perigon Wealth Management first reported a position in LPLA in Q4 2020 and has held it in 11 quarters since. The position peaked at $398K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Perigon Wealth Management held 1,077 shares of LPL Financial worth $303K as of Q2 2026.
Perigon Wealth Management sold 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
LPL Financial made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1111 holding.
Perigon Wealth Management first reported a position in LPL Financial in Q4 2020 and has held it in 11 quarters since.
Perigon Wealth Management's LPL Financial position peaked at $398K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.