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Seneschal Advisors’s LPL Financial LPLA Stock Holding History

Seneschal 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 		$564 Hold
2
– – ﹤0.01% 371
2026
Q1 		$602 Hold
2
– – ﹤0.01% 325
2025
Q4 		$715 Hold
2
– – ﹤0.01% 280
2025
Q3 		$666 Buy
+2
New +$725 ﹤0.01% 295

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

Seneschal Advisors's LPLA Position: Q2 2026 in Review

Seneschal Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 2 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Seneschal Advisors first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $715 in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Seneschal Advisors held 2 shares of LPL Financial worth $564 as of Q2 2026.
  • Seneschal Advisors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #371 holding.
  • Seneschal Advisors first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's LPL Financial position peaked at $715 in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.