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Private Wealth Asset Management’s LPL Financial LPLA Stock Holding History

Private Wealth Asset 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 		$38K Hold
135
– – ﹤0.01% 469
2026
Q1 		$40.6K Hold
135
– – ﹤0.01% 461
2025
Q4 		$48.2K Hold
135
– – 0.01% 430
2025
Q3 		$44.9K Hold
135
– – 0.01% 411
2025
Q2 		$50.6K Sell
135
-2
-1% -$701 0.01% 398
2025
Q1 		$44.8K Buy
+137
New +$47.7K 0.01% 407

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

Private Wealth Asset Management's LPLA Position: Q2 2026 in Review

Private Wealth Asset Management held its LPL Financial (LPLA) position steady in Q2 2026 at 135 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Private Wealth Asset Management first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.6K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Private Wealth Asset Management held 135 shares of LPL Financial worth $38K as of Q2 2026.
  • Private Wealth Asset Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #469 holding.
  • Private Wealth Asset Management first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's LPL Financial position peaked at $50.6K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.