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SFG Wealth Management’s LPL Financial LPLA Stock Holding History

SFG 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 		$336K Hold
1,193
– – 0.12% 98
2026
Q1 		$359K Buy
1,193
+7
+0.6% +$2.35K 0.15% 84
2025
Q4 		$424K Hold
1,186
– – 0.17% 89
2025
Q3 		$395K Hold
1,186
– – 0.17% 91
2025
Q2 		$445K Sell
1,186
-52
-4% -$18.2K 0.27% 50
2025
Q1 		$405K Sell
1,238
-115
-8% -$40K 0.2% 85
2024
Q4 		$442K Buy
1,353
+14
+1% +$4.14K 0.23% 61
2024
Q3 		$312K Hold
1,339
– – 0.17% 71
2024
Q2 		$374K Buy
1,339
+1
+0.1% +$271 0.21% 68
2024
Q1 		$354K Hold
1,338
– – 0.21% 69
2023
Q4 		$305K Buy
1,338
+26
+2% +$5.84K 0.2% 71
2023
Q3 		$312K Hold
1,312
– – 0.25% 69
2023
Q2 		$285K Buy
+1,312
New +$263K 0.24% 74

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

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

SFG Wealth Management held its LPL Financial (LPLA) position steady in Q2 2026 at 1,193 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #98.

SFG Wealth Management first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $445K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • SFG Wealth Management held 1,193 shares of LPL Financial worth $336K as of Q2 2026.
  • SFG Wealth Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.12% of SFG Wealth Management's portfolio in Q2 2026, its #98 holding.
  • SFG Wealth Management first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • SFG Wealth Management's LPL Financial position peaked at $445K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.