QWM
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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
2025
Q2 		– Sell
-1
Closed -$328 – 1342
2025
Q1 		$328 Buy
+1
New +$348 ﹤0.01% 729

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 209 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.
  • 209 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.