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Pitcairn Wealth Advisors’s LPL Financial LPLA Stock Holding History

Pitcairn Wealth 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 		$440K Sell
1,563
-55
-3% -$16.5K 0.05% 197
2026
Q1 		$578K Hold
1,618
– – 0.05% 163
2025
Q4 		$578K Buy
+1,618
New +$572K 0.05% 164

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
JT
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
SC
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 $3.37T AUM 44.26% 1-Year Est. Return

Pitcairn Wealth Advisors's LPLA Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its LPL Financial (LPLA) stake by 3.4% in Q2 2026, selling an estimated $16.5K and leaving 1,563 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #197.

Pitcairn Wealth Advisors first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $578K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Pitcairn Wealth Advisors held 1,563 shares of LPL Financial worth $440K as of Q2 2026.
  • Pitcairn Wealth Advisors sold 55 LPL Financial shares in Q2 2026, an estimated $16.5K.
  • LPL Financial made up 0.05% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Pitcairn Wealth Advisors first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Pitcairn Wealth Advisors's LPL Financial position peaked at $578K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.