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Root Financial Partners’s LPL Financial LPLA Stock Holding History

Root Financial Partners’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 		$643K Buy
2,284
+5
+0.2% +$1.5K 0.03% 161
2026
Q1 		$686K Sell
2,279
-39
-2% -$13.1K 0.03% 131
2025
Q4 		$828K Buy
2,318
+33
+1% +$11.7K 0.04% 109
2025
Q3 		$760K Buy
2,285
+36
+2% +$13K 0.05% 103
2025
Q2 		$843K Buy
2,249
+49
+2% +$17.2K 0.08% 85
2025
Q1 		$720K Buy
2,200
+9
+0.4% +$3.13K 0.08% 87
2024
Q4 		$715K Sell
2,191
-14
-0.6% -$4.14K 0.09% 86
2024
Q3 		$513K Sell
2,205
-2
-0.1% -$451 0.08% 89
2024
Q2 		$616K Buy
2,207
+2
+0.1% +$543 0.14% 57
2024
Q1 		$583K Buy
2,205
+855
+63% +$216K 0.17% 50
2023
Q4 		$307K Hold
1,350
– – 0.12% 62
2023
Q3 		$321K Buy
1,350
+1
+0.1% +$232 0.17% 53
2023
Q2 		$293K Buy
1,349
+3
+0.2% +$601 0.17% 54
2023
Q1 		$272K Buy
+1,346
New +$308K 0.19% 54

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

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

Root Financial Partners increased its LPL Financial (LPLA) stake by 0.22% in Q2 2026, buying an estimated $1.5K and bringing the position to 2,284 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #161.

Root Financial Partners first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $843K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Root Financial Partners held 2,284 shares of LPL Financial worth $643K as of Q2 2026.
  • Root Financial Partners bought 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
  • LPL Financial made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #161 holding.
  • Root Financial Partners first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's LPL Financial position peaked at $843K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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