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Quaker Wealth Management’s LPL Financial LPLA Stock Holding History

Quaker Wealth 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 		– Sell
-2
Closed -$602 – 1008
2026
Q1 		$602 Buy
2
+1
+100% +$336 ﹤0.01% 656
2025
Q4 		$358 Sell
1
-1
-50% -$354 ﹤0.01% 769
2025
Q3 		$666 Hold
2
– – ﹤0.01% 540
2025
Q2 		$750 Buy
+2
New +$701 ﹤0.01% 526

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JT
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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

Quaker Wealth Management's LPLA Position: Q2 2026 in Review

Quaker Wealth Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2 shares — an estimated $602 sold.

Quaker Wealth Management first reported a position in LPLA in Q2 2025 and held it in 4 quarters. The position peaked at $750 in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Quaker Wealth Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 2 LPL Financial shares in Q2 2026, an estimated $602.
  • Quaker Wealth Management first reported a position in LPL Financial in Q2 2025 and held it in 4 quarters.
  • Quaker Wealth Management's LPL Financial position peaked at $750 in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.