Riverpoint Wealth Management Holdings’s LPL Financial LPLA Stock Holding History

Riverpoint Wealth Management Holdings’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	$359K	Buy	1,275 +2	+0.2%	+$600	0.07%	53
2026 Q1	$383K	Buy	1,273 +1	+0.1%	+$336	0.08%	50
2025 Q4	$454K	Sell	1,272 -273	-18%	-$96.6K	0.1%	46
2025 Q3	$514K	Buy	1,545 +2	+0.1%	+$725	0.11%	44
2025 Q2	$579K	Buy	1,543 +1	+0.1%	+$350	0.14%	41
2025 Q1	$505K	Buy	1,542 +1	+0.1%	+$348	0.13%	42
2024 Q4	$503K	Buy	1,541 +2	+0.1%	+$591	0.13%	39
2024 Q3	$358K	Buy	1,539 +2	+0.1%	+$451	0.09%	44
2024 Q2	$429K	Buy	1,537 +1	+0.1%	+$271	0.12%	40
2024 Q1	$406K	Buy	1,536 +2	+0.1%	+$505	0.11%	41
2023 Q4	$349K	Buy	1,534 +2	+0.1%	+$450	0.1%	41
2023 Q3	$364K	Hold	1,532	–	–	0.12%	37
2023 Q2	$333K	Hold	1,532	–	–	0.11%	40
2023 Q1	$310K	Hold	1,532	–	–	0.11%	40
2022 Q4	$331K	Hold	1,532	–	–	0.12%	38
2022 Q3	$335K	Hold	1,532	–	–	0.14%	36
2022 Q2	$283K	Hold	1,532	–	–	0.11%	38
2022 Q1	$280K	Hold	1,532	–	–	0.1%	40
2021 Q4	$245K	Hold	1,532	–	–	0.08%	45
2021 Q3	$240K	Buy	+1,532	New	+$220K	0.08%	57

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Riverpoint Wealth Management Holdings's LPLA Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its LPL Financial (LPLA) stake by 0.16% in Q2 2026, buying an estimated $600 and bringing the position to 1,275 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #53.

Riverpoint Wealth Management Holdings first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $579K in Q2 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Riverpoint Wealth Management Holdings held 1,275 shares of LPL Financial worth $359K as of Q2 2026.
Riverpoint Wealth Management Holdings bought 2 LPL Financial shares in Q2 2026, an estimated $600.
LPL Financial made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #53 holding.
Riverpoint Wealth Management Holdings first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
Riverpoint Wealth Management Holdings's LPL Financial position peaked at $579K in Q2 2025.
253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.