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Simplicity Wealth’s LPL Financial LPLA Stock Holding History

Simplicity Wealth’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 		$545K Buy
1,935
+1,245
+180% +$374K 0.02% 607
2026
Q1 		$208K Sell
690
-61
-8% -$20.5K 0.01% 712
2025
Q4 		$268K Buy
+751
New +$266K 0.02% 595
2024
Q4 		– Sell
-1,444
Closed -$336K – 449
2024
Q3 		$336K Sell
1,444
-5,209
-78% -$1.17M 0.03% 373
2024
Q2 		$1.86M Buy
6,653
+109
+2% +$29.6K 0.04% 366
2024
Q1 		$1.73M Buy
+6,544
New +$1.65M 0.04% 379

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

Simplicity Wealth's LPLA Position: Q2 2026 in Review

Simplicity Wealth increased its LPL Financial (LPLA) stake by 180% in Q2 2026, buying an estimated $374K and bringing the position to 1,935 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #607.

Simplicity Wealth first reported a position in LPLA in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Simplicity Wealth held 1,935 shares of LPL Financial worth $545K as of Q2 2026.
  • Simplicity Wealth bought 1,245 LPL Financial shares in Q2 2026, an estimated $374K.
  • LPL Financial made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #607 holding.
  • Simplicity Wealth first reported a position in LPL Financial in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's LPL Financial position peaked at $1.86M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.