Segment Wealth Management’s LPL Financial LPLA Stock Holding History

Segment Wealth Management’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	$2.82M	Buy	9,995 +798	+9%	+$240K	0.15%	104
2026 Q1	$2.77M	Buy	+9,197	New	+$3.09M	0.16%	97
2024 Q3	–	Sell	-30,832	Closed	-$8.61M	–	266
2024 Q2	$8.61M	Buy	30,832 +10,451	+51%	+$2.84M	0.64%	57
2024 Q1	$5.38M	Buy	20,381 +5,838	+40%	+$1.47M	0.41%	67
2023 Q4	$3.31M	Sell	14,543 -16,294	-53%	-$3.66M	0.29%	75
2023 Q3	$7.33M	Buy	30,837 +775	+3%	+$180K	0.74%	54
2023 Q2	$6.54M	Buy	30,062 +24	+0.1%	+$4.81K	0.67%	58
2023 Q1	$6.08M	Buy	+30,038	New	+$6.87M	0.69%	56

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Segment Wealth Management's LPLA Position: Q2 2026 in Review

Segment Wealth Management increased its LPL Financial (LPLA) stake by 8.7% in Q2 2026, buying an estimated $240K and bringing the position to 9,995 shares worth $2.82M. The position accounts for 0.15% of the portfolio, ranked #104.

Segment Wealth Management first reported a position in LPLA in Q1 2023 and has held it in 8 quarters since. The position peaked at $8.61M in Q2 2024. 116 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Segment Wealth Management held 9,995 shares of LPL Financial worth $2.82M as of Q2 2026.
Segment Wealth Management bought 798 LPL Financial shares in Q2 2026, an estimated $240K.
LPL Financial made up 0.15% of Segment Wealth Management's portfolio in Q2 2026, its #104 holding.
Segment Wealth Management first reported a position in LPL Financial in Q1 2023 and has held it in 8 quarters since.
Segment Wealth Management's LPL Financial position peaked at $8.61M in Q2 2024.
116 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.