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Philadelphia Investment Partners’s LPL Financial LPLA Stock Holding History

Philadelphia Investment Partners’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 		– Sell
-15
Closed -$4.52K – 195
2026
Q1 		$4.52K Buy
+15
New +$5.03K ﹤0.01% 158

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Philadelphia Investment Partners's LPLA Position: Q2 2026 in Review

Philadelphia Investment Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 15 shares — an estimated $4.52K sold.

Philadelphia Investment Partners first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $4.52K in Q1 2026. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Philadelphia Investment Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Philadelphia Investment Partners sold 15 LPL Financial shares in Q2 2026, an estimated $4.52K.
  • Philadelphia Investment Partners first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
  • Philadelphia Investment Partners's LPL Financial position peaked at $4.52K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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