Sanctuary Advisors’s LPL Financial LPLA Stock Holding History

Sanctuary Advisors’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	$2.79M	Sell	9,902 -1,584	-14%	-$475K	0.01%	869
2026 Q1	$3.46M	Sell	11,486 -3,768	-25%	-$1.26M	0.02%	684
2025 Q4	$5.45M	Sell	15,254 -3,661	-19%	-$1.29M	0.03%	519
2025 Q3	$6.29M	Sell	18,915 -667	-3%	-$242K	0.04%	466
2025 Q2	$7.34M	Buy	19,582 +1,898	+11%	+$665K	0.05%	396
2025 Q1	$5.79M	Buy	17,684 +1,052	+6%	+$366K	0.04%	432
2024 Q4	$6.02M	Buy	16,632 +233	+1%	+$68.9K	0.04%	451
2024 Q3	$5.36M	Buy	16,399 +3,339	+26%	+$752K	0.03%	480
2024 Q2	$3.48M	Buy	+13,060	New	+$3.54M	0.03%	588

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanctuary Advisors's LPLA Position: Q2 2026 in Review

Sanctuary Advisors reduced its LPL Financial (LPLA) stake by 14% in Q2 2026, selling an estimated $475K and leaving 9,902 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #869.

Sanctuary Advisors first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.34M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Sanctuary Advisors held 9,902 shares of LPL Financial worth $2.79M as of Q2 2026.
Sanctuary Advisors sold 1,584 LPL Financial shares in Q2 2026, an estimated $475K.
LPL Financial made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #869 holding.
Sanctuary Advisors first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's LPL Financial position peaked at $7.34M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.