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Sequoia Financial Advisors’s LPL Financial LPLA Stock Holding History

Sequoia Financial 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 		$841K Sell
2,986
-105
-3% -$31.5K ﹤0.01% 1028
2026
Q1 		$930K Sell
3,091
-1,491
-33% -$500K 0.01% 931
2025
Q4 		$1.64M Buy
4,582
+2,645
+137% +$936K 0.01% 655
2025
Q3 		$644K Buy
1,937
+265
+16% +$96.1K ﹤0.01% 1004
2025
Q2 		$627K Buy
1,672
+341
+26% +$119K ﹤0.01% 897
2025
Q1 		$436K Buy
1,331
+88
+7% +$30.6K ﹤0.01% 908
2024
Q4 		$406K Buy
1,243
+298
+32% +$88.1K ﹤0.01% 888
2024
Q3 		$220K Buy
945
+88
+10% +$19.8K ﹤0.01% 1130
2024
Q2 		$239K Buy
857
+71
+9% +$19.3K ﹤0.01% 1000
2024
Q1 		$208K Buy
+786
New +$198K ﹤0.01% 1046

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 $3.38T AUM 44.17% 1-Year Est. Return

Sequoia Financial Advisors's LPLA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its LPL Financial (LPLA) stake by 3.4% in Q2 2026, selling an estimated $31.5K and leaving 2,986 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Sequoia Financial Advisors first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sequoia Financial Advisors held 2,986 shares of LPL Financial worth $841K as of Q2 2026.
  • Sequoia Financial Advisors sold 105 LPL Financial shares in Q2 2026, an estimated $31.5K.
  • LPL Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1028 holding.
  • Sequoia Financial Advisors first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's LPL Financial position peaked at $1.64M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.