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Potentia Wealth’s LPL Financial LPLA Stock Holding History

Potentia Wealth’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
-1,580
Closed -$475K – 81
2026
Q1 		$475K Buy
1,580
+1
+0.1% +$336 0.18% 59
2025
Q4 		$564K Hold
1,579
– – 0.21% 50
2025
Q3 		$525K Buy
1,579
+1
+0.1% +$362 0.2% 56
2025
Q2 		$592K Hold
1,578
– – 0.34% 34
2025
Q1 		$516K Buy
1,578
+1
+0.1% +$348 0.24% 51
2024
Q4 		$515K Buy
+1,577
New +$466K 0.23% 58

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

Potentia Wealth's LPLA Position: Q2 2026 in Review

Potentia Wealth sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1,580 shares — an estimated $475K sold.

Potentia Wealth first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $592K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Potentia Wealth reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Potentia Wealth sold 1,580 LPL Financial shares in Q2 2026, an estimated $475K.
  • Potentia Wealth first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
  • Potentia Wealth's LPL Financial position peaked at $592K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.