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RiverGlades Family Offices’s LPL Financial LPLA Stock Holding History

RiverGlades Family Offices’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 		$372K Buy
1,321
+21
+2% +$6.3K 0.17% 82
2026
Q1 		$391K Buy
+1,300
New +$436K 0.23% 61
2025
Q3 		$399K Buy
1,200
+100
+9% +$36.2K 0.24% 60
2025
Q2 		$412K Hold
1,100
– – 0.27% 58
2025
Q1 		$360K Hold
1,100
– – 0.26% 59
2024
Q4 		$359K Hold
1,100
– – 0.26% 57
2024
Q3 		$256K Buy
+1,100
New +$248K 0.18% 72

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

RiverGlades Family Offices's LPLA Position: Q2 2026 in Review

RiverGlades Family Offices increased its LPL Financial (LPLA) stake by 1.6% in Q2 2026, buying an estimated $6.3K and bringing the position to 1,321 shares worth $372K. The position accounts for 0.17% of the portfolio, ranked #82.

RiverGlades Family Offices first reported a position in LPLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • RiverGlades Family Offices held 1,321 shares of LPL Financial worth $372K as of Q2 2026.
  • RiverGlades Family Offices bought 21 LPL Financial shares in Q2 2026, an estimated $6.3K.
  • LPL Financial made up 0.17% of RiverGlades Family Offices's portfolio in Q2 2026, its #82 holding.
  • RiverGlades Family Offices first reported a position in LPL Financial in Q3 2024 and has held it in 7 quarters since.
  • RiverGlades Family Offices's LPL Financial position peaked at $412K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.