Smallwood Wealth Investment Management’s LPL Financial LPLA Stock Holding History

Smallwood Wealth Investment 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	$87.9K	Hold	312	–	–	0.04%	153
2026 Q1	$93.9K	Hold	312	–	–	0.05%	128
2025 Q4	$111K	Hold	312	–	–	0.06%	114
2025 Q3	$104K	Sell	312 -4	-1%	-$1.45K	0.05%	123
2025 Q2	$118K	Buy	316 +4	+1%	+$1.4K	0.07%	107
2025 Q1	$102K	Buy	+312	New	+$109K	0.06%	114

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's LPLA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its LPL Financial (LPLA) position steady in Q2 2026 at 312 shares worth $87.9K. The position accounts for 0.04% of the portfolio, ranked #153.

Smallwood Wealth Investment Management first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $118K in Q2 2025. 223 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Smallwood Wealth Investment Management held 312 shares of LPL Financial worth $87.9K as of Q2 2026.
Smallwood Wealth Investment Management left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.04% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #153 holding.
Smallwood Wealth Investment Management first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's LPL Financial position peaked at $118K in Q2 2025.
223 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.