Prospera Financial Services’s LPL Financial LPLA Stock Holding History

Prospera Financial Services’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	$828K	Buy	2,939 +90	+3%	+$27K	0.01%	850
2026 Q1	$857K	Buy	+2,849	New	+$956K	0.01%	776
2023 Q4	–	Sell	-937	Closed	-$224K	–	1087
2023 Q3	$224K	Sell	937 -165	-15%	-$38.3K	0.01%	908
2023 Q2	$241K	Hold	1,102	–	–	0.01%	889
2023 Q1	$224K	Buy	1,102 +19	+2%	+$4.34K	0.01%	876
2022 Q4	$234K	Sell	1,083 -15	-1%	-$3.51K	0.01%	795
2022 Q3	$240K	Sell	1,098 -6,266	-85%	-$1.33M	0.01%	724
2022 Q2	$1.36M	Buy	7,364 +6,148	+506%	+$1.17M	0.07%	310
2022 Q1	$222K	Buy	+1,216	New	+$212K	0.01%	852

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

Prospera Financial Services's LPLA Position: Q2 2026 in Review

Prospera Financial Services increased its LPL Financial (LPLA) stake by 3.2% in Q2 2026, buying an estimated $27K and bringing the position to 2,939 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #850.

Prospera Financial Services first reported a position in LPLA in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.36M in Q2 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Prospera Financial Services held 2,939 shares of LPL Financial worth $828K as of Q2 2026.
Prospera Financial Services bought 90 LPL Financial shares in Q2 2026, an estimated $27K.
LPL Financial made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #850 holding.
Prospera Financial Services first reported a position in LPL Financial in Q1 2022 and has held it in 9 quarters since.
Prospera Financial Services's LPL Financial position peaked at $1.36M in Q2 2022.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.