Smithfield Trust’s LPL Financial LPLA Stock Holding History

Smithfield Trust’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	$37K	Hold	127	–	–	﹤0.01%	660
2026 Q1	$39K	Hold	127	–	–	﹤0.01%	635
2025 Q4	$45K	Sell	127 -27	-18%	-$9.55K	﹤0.01%	598
2025 Q3	$51K	Hold	154	–	–	﹤0.01%	571
2025 Q2	$58K	Buy	154 +35	+29%	+$12.3K	﹤0.01%	541
2025 Q1	$39K	Hold	119	–	–	﹤0.01%	597
2024 Q4	$39K	Hold	119	–	–	﹤0.01%	604
2024 Q3	$27K	Hold	119	–	–	﹤0.01%	657
2024 Q2	$34K	Hold	119	–	–	﹤0.01%	598
2024 Q1	$31K	Hold	119	–	–	﹤0.01%	645
2023 Q4	$27K	Hold	119	–	–	﹤0.01%	646
2023 Q3	$28K	Buy	119 +74	+164%	+$17.2K	﹤0.01%	626
2023 Q2	$10K	Sell	45 -68	-60%	-$13.6K	﹤0.01%	824
2023 Q1	$23K	Sell	113 -62	-35%	-$14.2K	﹤0.01%	641
2022 Q4	$38K	Sell	175 -125	-42%	-$29.2K	﹤0.01%	560
2022 Q3	$65K	Sell	300 -370	-55%	-$78.7K	﹤0.01%	462
2022 Q2	$123K	Hold	670	–	–	0.01%	373
2022 Q1	$123K	Hold	670	–	–	0.01%	396
2021 Q4	$107K	Hold	670	–	–	0.01%	437
2021 Q3	$105K	Hold	670	–	–	0.01%	425
2021 Q2	$90K	Hold	670	–	–	0.01%	453
2021 Q1	$95K	Buy	670 +625	+1,389%	+$79.8K	0.01%	449
2020 Q4	$5K	Hold	45	–	–	﹤0.01%	980
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	1008
2020 Q2	$4K	Buy	+45	New	+$3.01K	﹤0.01%	883

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

Smithfield Trust's LPLA Position: Q2 2026 in Review

Smithfield Trust held its LPL Financial (LPLA) position steady in Q2 2026 at 127 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Smithfield Trust first reported a position in LPLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $123K in Q2 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Smithfield Trust held 127 shares of LPL Financial worth $37K as of Q2 2026.
Smithfield Trust left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up ﹤0.01% of Smithfield Trust's portfolio in Q2 2026, its #660 holding.
Smithfield Trust first reported a position in LPL Financial in Q2 2020 and has held it in 25 quarters since.
Smithfield Trust's LPL Financial position peaked at $123K in Q2 2022.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.