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Sagespring Wealth Partners’s LPL Financial LPLA Stock Holding History

Sagespring Wealth 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 		$262K Sell
930
-233
-20% -$69.9K ﹤0.01% 743
2026
Q1 		$350K Sell
1,163
-24
-2% -$8.05K 0.01% 600
2025
Q4 		$424K Sell
1,187
-143
-11% -$50.6K 0.01% 522
2025
Q3 		$442K Sell
1,330
-84
-6% -$30.4K 0.01% 491
2025
Q2 		$530K Buy
1,414
+76
+6% +$26.6K 0.01% 427
2025
Q1 		$438K Buy
1,338
+4
+0.3% +$1.39K 0.01% 421
2024
Q4 		$436K Buy
+1,334
New +$394K 0.01% 380

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

Sagespring Wealth Partners's LPLA Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its LPL Financial (LPLA) stake by 20% in Q2 2026, selling an estimated $69.9K and leaving 930 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Sagespring Wealth Partners first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sagespring Wealth Partners held 930 shares of LPL Financial worth $262K as of Q2 2026.
  • Sagespring Wealth Partners sold 233 LPL Financial shares in Q2 2026, an estimated $69.9K.
  • LPL Financial made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #743 holding.
  • Sagespring Wealth Partners first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's LPL Financial position peaked at $530K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.