Presidio Capital Management’s LPL Financial LPLA Stock Holding History

Presidio Capital 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	$1.26M	Buy	4,478 +5	+0.1%	+$1.5K	0.32%	25
2026 Q1	$1.35M	Sell	4,473 -13	-0.3%	-$4.36K	0.39%	22
2025 Q4	$1.6M	Buy	4,486 +2,200	+96%	+$778K	0.48%	20
2025 Q3	$761K	Buy	+2,286	New	+$829K	0.27%	31
2022 Q4	–	Sell	-1,198	Closed	-$262K	–	40
2022 Q3	$262K	Buy	1,198 +97	+9%	+$20.6K	0.28%	22
2022 Q2	$203K	Sell	1,101 -6	-0.5%	-$1.14K	0.22%	25
2022 Q1	$202K	Buy	+1,107	New	+$193K	0.18%	32

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Presidio Capital Management's LPLA Position: Q2 2026 in Review

Presidio Capital Management increased its LPL Financial (LPLA) stake by 0.11% in Q2 2026, buying an estimated $1.5K and bringing the position to 4,478 shares worth $1.26M. The position accounts for 0.32% of the portfolio, ranked #25.

Presidio Capital Management first reported a position in LPLA in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Presidio Capital Management held 4,478 shares of LPL Financial worth $1.26M as of Q2 2026.
Presidio Capital Management bought 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
LPL Financial made up 0.32% of Presidio Capital Management's portfolio in Q2 2026, its #25 holding.
Presidio Capital Management first reported a position in LPL Financial in Q1 2022 and has held it in 7 quarters since.
Presidio Capital Management's LPL Financial position peaked at $1.6M in Q4 2025.
126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.