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Prossimo Advisors’s LPL Financial LPLA Stock Holding History

Prossimo Advisors’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
-1,300
Closed -$391K – 26
2026
Q1 		$391K Hold
1,300
– – 2.38% 14
2025
Q4 		$464K Buy
+1,300
New +$460K 2.99% 13
2025
Q2 		– Sell
-3,785
Closed -$1.24M – 136
2025
Q1 		$1.24M Hold
3,785
– – 0.93% 22
2024
Q4 		$1.24M Buy
3,785
+1,550
+69% +$458K 0.89% 25
2024
Q3 		$520K Hold
2,235
– – 0.38% 84
2024
Q2 		$624K Hold
2,235
– – 0.56% 60
2024
Q1 		$590K Hold
2,235
– – 1.14% 22
2023
Q4 		$509K Buy
+2,235
New +$502K 1.08% 33
2023
Q1 		– Sell
-3,600
Closed -$778K – 57
2022
Q4 		$778K Buy
+3,600
New +$842K 1.8% 17

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

Prossimo Advisors's LPLA Position: Q2 2026 in Review

Prossimo Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1,300 shares — an estimated $391K sold.

Prossimo Advisors first reported a position in LPLA in Q4 2022 and held it in 9 quarters. The position peaked at $1.24M in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Prossimo Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Prossimo Advisors sold 1,300 LPL Financial shares in Q2 2026, an estimated $391K.
  • Prossimo Advisors first reported a position in LPL Financial in Q4 2022 and held it in 9 quarters.
  • Prossimo Advisors's LPL Financial position peaked at $1.24M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.