Signature Equity Partners’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22K Sell
4
-4
-50% -$1.2K ﹤0.01% 1277
2026
Q1
$2.5K Sell
8
-41
-84% -$13.8K ﹤0.01% 1080
2025
Q4
$17.7K Buy
+49
New +$17.3K 0.01% 659

Other funds holding LPLA

Signature Equity Partners's LPLA Position: Q2 2026 in Review

Signature Equity Partners reduced its LPL Financial (LPLA) stake by 50% in Q2 2026, selling an estimated $1.2K and leaving 4 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Signature Equity Partners first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.7K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Signature Equity Partners held 4 shares of LPL Financial worth $1.22K as of Q2 2026.
  • Signature Equity Partners sold 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
  • LPL Financial made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1277 holding.
  • Signature Equity Partners first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Signature Equity Partners's LPL Financial position peaked at $17.7K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.