Salem Investment Counselors’s LPL Financial LPLA Stock Holding History

Salem Investment Counselors’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	$564	Buy	+2	New	+$600	﹤0.01%	1176

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Salem Investment Counselors's LPLA Position: Q2 2026 in Review

Salem Investment Counselors opened a new position in LPL Financial (LPLA) in Q2 2026: 2 shares worth $564. The stake represents ﹤0.01% of the portfolio and ranks #1176 among its holdings.

235 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Salem Investment Counselors held 2 shares of LPL Financial worth $564 as of Q2 2026.
LPL Financial was a new Salem Investment Counselors position in Q2 2026.
LPL Financial made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1176 holding.
235 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.