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

Private Wealth Management Group’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	$13.8K	Hold	49	–	–	﹤0.01%	488
2026 Q1	$14.7K	Hold	49	–	–	﹤0.01%	411
2025 Q4	$17.5K	Hold	49	–	–	﹤0.01%	357
2025 Q3	$16.3K	Hold	49	–	–	﹤0.01%	385
2025 Q2	$18.4K	Hold	49	–	–	0.01%	324
2025 Q1	$16K	Hold	49	–	–	0.01%	351
2024 Q4	$16K	Hold	49	–	–	0.01%	364
2024 Q3	$11.4K	Sell	49 -5	-9%	-$1.13K	﹤0.01%	421
2024 Q2	$15.1K	Buy	54 +31	+135%	+$8.41K	0.01%	345
2024 Q1	$6.08K	Hold	23	–	–	﹤0.01%	561
2023 Q4	$5.24K	Buy	+23	New	+$5.17K	﹤0.01%	616

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Private Wealth Management Group held its LPL Financial (LPLA) position steady in Q2 2026 at 49 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Private Wealth Management Group first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.4K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Private Wealth Management Group held 49 shares of LPL Financial worth $13.8K as of Q2 2026.
Private Wealth Management Group left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #488 holding.
Private Wealth Management Group first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's LPL Financial position peaked at $18.4K in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.