Root Financial Partners’s LG Display LPL Stock Holding History

Root Financial Partners’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-81	Closed	-$314	–	1980
2026 Q1	$314	Buy	+81	New	+$342	﹤0.01%	3021

Other funds holding LPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Root Financial Partners's LPL Position: Q2 2026 in Review

Root Financial Partners sold out of LG Display (LPL) in Q2 2026, closing a stake of 81 shares — an estimated $314 sold.

Root Financial Partners first reported a position in LPL in Q1 2026 and held it in 1 quarter. The position peaked at $314 in Q1 2026. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

Root Financial Partners reported no remaining LG Display position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 81 LG Display shares in Q2 2026, an estimated $314.
Root Financial Partners first reported a position in LG Display in Q1 2026 and held it in 1 quarter.
Root Financial Partners's LG Display position peaked at $314 in Q1 2026.
190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.