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Sachetta’s LPL Financial LPLA Stock Holding History

Sachetta’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 		$2.82K Sell
10
-6
-38% -$1.8K ﹤0.01% 787
2026
Q1 		$4.81K Hold
16
– – ﹤0.01% 673
2025
Q4 		$5.71K Hold
16
– – ﹤0.01% 512
2025
Q3 		$5.32K Hold
16
– – ﹤0.01% 597
2025
Q2 		$6K Buy
16
+4
+33% +$1.4K ﹤0.01% 544
2025
Q1 		$3.93K Hold
12
– – ﹤0.01% 618
2024
Q4 		$3.92K Hold
12
– – ﹤0.01% 647
2024
Q3 		$2.79K Buy
12
+4
+50% +$901 ﹤0.01% 794
2024
Q2 		$1.77K Buy
8
+5
+167% +$1.36K ﹤0.01% 876
2024
Q1 		$683 Hold
3
– – ﹤0.01% 1008
2023
Q4 		$683 Buy
+3
New +$674 ﹤0.01% 1008

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

Sachetta's LPLA Position: Q2 2026 in Review

Sachetta reduced its LPL Financial (LPLA) stake by 38% in Q2 2026, selling an estimated $1.8K and leaving 10 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Sachetta first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sachetta held 10 shares of LPL Financial worth $2.82K as of Q2 2026.
  • Sachetta sold 6 LPL Financial shares in Q2 2026, an estimated $1.8K.
  • LPL Financial made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #787 holding.
  • Sachetta first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's LPL Financial position peaked at $6K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.