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Plante Moran Financial Advisors’s LPL Financial LPLA Stock Holding History

Plante Moran Financial 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 		– Sell
-48
Closed -$14.4K – 1622
2026
Q1 		$14.4K Hold
48
– – ﹤0.01% 478
2025
Q4 		$17.1K Hold
48
– – ﹤0.01% 473
2025
Q3 		$16K Hold
48
– – ﹤0.01% 497
2025
Q2 		$18K Hold
48
– – ﹤0.01% 485
2025
Q1 		$15.7K Sell
48
-30
-38% -$10.4K ﹤0.01% 512
2024
Q4 		$25.5K Buy
78
+30
+63% +$8.87K ﹤0.01% 447
2024
Q3 		$11.2K Hold
48
– – ﹤0.01% 596
2024
Q2 		$13.4K Hold
48
– – ﹤0.01% 534
2024
Q1 		$12.7K Hold
48
– – ﹤0.01% 567
2023
Q4 		$10.9K Hold
48
– – ﹤0.01% 545
2023
Q3 		$11.4K Hold
48
– – ﹤0.01% 515
2023
Q2 		$10.4K Hold
48
– – ﹤0.01% 550
2023
Q1 		$9.71K Hold
48
– – ﹤0.01% 567
2022
Q4 		$10.4K Sell
48
-26
-35% -$6.08K ﹤0.01% 577
2022
Q3 		$16K Hold
74
– – ﹤0.01% 504
2022
Q2 		$14K Hold
74
– – ﹤0.01% 542
2022
Q1 		$14K Hold
74
– – ﹤0.01% 554
2021
Q4 		$12K Hold
74
– – ﹤0.01% 664
2021
Q3 		$12K Hold
74
– – ﹤0.01% 663
2021
Q2 		$10K Hold
74
– – ﹤0.01% 679
2021
Q1 		$11K Hold
74
– – ﹤0.01% 633
2020
Q4 		$8K Buy
74
+26
+54% +$2.34K ﹤0.01% 654
2020
Q3 		$4K Buy
+48
New +$3.81K ﹤0.01% 718

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 $3.38T AUM 44.17% 1-Year Est. Return

Plante Moran Financial Advisors's LPLA Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 48 shares — an estimated $14.4K sold.

Plante Moran Financial Advisors first reported a position in LPLA in Q3 2020 and held it in 23 quarters. The position peaked at $25.5K in Q4 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 48 LPL Financial shares in Q2 2026, an estimated $14.4K.
  • Plante Moran Financial Advisors first reported a position in LPL Financial in Q3 2020 and held it in 23 quarters.
  • Plante Moran Financial Advisors's LPL Financial position peaked at $25.5K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.