Rossby Financial’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
Rossby Financial's LPLA Position: Q2 2026 in Review
Rossby Financial reduced its LPL Financial (LPLA) stake by 22% in Q2 2026, selling an estimated $5.1K and leaving 62 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.
Rossby Financial first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.9K in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Rossby Financial held 62 shares of LPL Financial worth $17.5K as of Q2 2026.
- Rossby Financial sold 17 LPL Financial shares in Q2 2026, an estimated $5.1K.
- LPL Financial made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1002 holding.
- Rossby Financial first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
- Rossby Financial's LPL Financial position peaked at $22.9K in Q1 2026.
- 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.