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Sanchez Wealth Management Group’s LPL Financial LPLA Stock Holding History

Sanchez Wealth Management Group’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 		$484K Buy
1,717
+2
+0.1% +$600 0.08% 35
2026
Q1 		$516K Buy
1,715
+2
+0.1% +$671 0.11% 34
2025
Q4 		$612K Buy
1,713
+22
+1% +$7.78K 0.13% 33
2025
Q3 		$562K Buy
1,691
+2
+0.1% +$725 0.12% 32
2025
Q2 		$633K Buy
1,689
+1
+0.1% +$350 0.15% 30
2025
Q1 		$552K Buy
1,688
+2
+0.1% +$696 0.15% 30
2024
Q4 		$551K Buy
1,686
+35
+2% +$10.3K 0.15% 31
2024
Q3 		$384K Buy
1,651
+2
+0.1% +$451 0.12% 32
2024
Q2 		$460K Buy
1,649
+2
+0.1% +$543 0.15% 29
2024
Q1 		$435K Buy
1,647
+2
+0.1% +$505 0.15% 30
2023
Q4 		$374K Buy
1,645
+65
+4% +$14.6K 0.14% 28
2023
Q3 		$375K Buy
1,580
+2
+0.1% +$464 0.15% 27
2023
Q2 		$343K Buy
1,578
+3
+0.2% +$601 0.14% 29
2023
Q1 		$319K Buy
1,575
+2
+0.1% +$457 0.14% 28
2022
Q4 		$340K Buy
1,573
+2
+0.1% +$468 0.17% 27
2022
Q3 		$343K Buy
1,571
+69
+5% +$14.7K 0.19% 24
2022
Q2 		$277K Buy
1,502
+2
+0.1% +$380 0.14% 30
2022
Q1 		$274K Buy
1,500
+2
+0.1% +$348 0.12% 34
2021
Q4 		$240K Buy
1,498
+3
+0.2% +$495 0.1% 33
2021
Q3 		$234K Buy
+1,495
New +$215K 0.11% 33
2021
Q2 		– Sell
-1,420
Closed -$202K – 34
2021
Q1 		$202K Buy
+1,420
New +$181K 0.1% 31

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

Sanchez Wealth Management Group's LPLA Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its LPL Financial (LPLA) stake by 0.12% in Q2 2026, buying an estimated $600 and bringing the position to 1,717 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #35.

Sanchez Wealth Management Group first reported a position in LPLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $633K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sanchez Wealth Management Group held 1,717 shares of LPL Financial worth $484K as of Q2 2026.
  • Sanchez Wealth Management Group bought 2 LPL Financial shares in Q2 2026, an estimated $600.
  • LPL Financial made up 0.08% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #35 holding.
  • Sanchez Wealth Management Group first reported a position in LPL Financial in Q1 2021 and has held it in 21 quarters since.
  • Sanchez Wealth Management Group's LPL Financial position peaked at $633K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.