Shepherd Financial Partners’s LPL Financial LPLA Stock Holding History

Shepherd Financial Partners’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	$1.34M	Hold	4,755	–	–	0.11%	107
2026 Q1	$1.43M	Hold	4,755	–	–	0.14%	94
2025 Q4	$1.7M	Hold	4,755	–	–	0.16%	90
2025 Q3	$1.58M	Hold	4,755	–	–	0.15%	92
2025 Q2	$1.78M	Hold	4,755	–	–	0.19%	85
2025 Q1	$1.56M	Sell	4,755 -9,000	-65%	-$3.13M	0.18%	85
2024 Q4	$4.49M	Hold	13,755	–	–	0.54%	32
2024 Q3	$3.2M	Hold	13,755	–	–	0.38%	43
2024 Q2	$3.84M	Hold	13,755	–	–	0.5%	32
2024 Q1	$3.63M	Sell	13,755 -6,442	-32%	-$1.63M	0.48%	36
2023 Q4	$4.6M	Buy	+20,197	New	+$4.54M	0.65%	20

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

Shepherd Financial Partners's LPLA Position: Q2 2026 in Review

Shepherd Financial Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 4,755 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #107.

Shepherd Financial Partners first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.6M in Q4 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Shepherd Financial Partners held 4,755 shares of LPL Financial worth $1.34M as of Q2 2026.
Shepherd Financial Partners left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.11% of Shepherd Financial Partners's portfolio in Q2 2026, its #107 holding.
Shepherd Financial Partners first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
Shepherd Financial Partners's LPL Financial position peaked at $4.6M in Q4 2023.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.