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Smartleaf Asset Management’s LPL Financial LPLA Stock Holding History

Smartleaf Asset 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 		$112K Hold
415
– – ﹤0.01% 1116
2026
Q1 		$125K Buy
415
+78
+23% +$26.2K ﹤0.01% 1001
2025
Q4 		$121K Sell
337
-9
-3% -$3.18K ﹤0.01% 1080
2025
Q3 		$118K Buy
346
+204
+144% +$73.9K 0.01% 973
2025
Q2 		$51.8K Sell
142
-199
-58% -$69.7K ﹤0.01% 1150
2025
Q1 		$115K Sell
341
-45
-12% -$15.7K 0.01% 774
2024
Q4 		$126K Buy
386
+26
+7% +$7.69K 0.01% 733
2024
Q3 		$83.1K Buy
360
+135
+60% +$30.4K 0.01% 765
2024
Q2 		$62.2K Buy
225
+144
+178% +$39.1K 0.01% 689
2024
Q1 		$21.3K Buy
81
+68
+523% +$17.2K ﹤0.01% 845
2023
Q4 		$2.97K Buy
+13
New +$2.92K ﹤0.01% 920

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

Smartleaf Asset Management's LPLA Position: Q2 2026 in Review

Smartleaf Asset Management held its LPL Financial (LPLA) position steady in Q2 2026 at 415 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Smartleaf Asset Management first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $126K in Q4 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Smartleaf Asset Management held 415 shares of LPL Financial worth $112K as of Q2 2026.
  • Smartleaf Asset Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1116 holding.
  • Smartleaf Asset Management first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's LPL Financial position peaked at $126K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.