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Snowden Capital Advisors’s LPL Financial LPLA Stock Holding History

Snowden Capital Advisors’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 		$441K Buy
1,565
+175
+13% +$52.5K 0.01% 896
2026
Q1 		$418K Sell
1,390
-637
-31% -$214K 0.01% 875
2025
Q4 		$724K Buy
2,027
+15
+0.7% +$5.3K 0.02% 646
2025
Q3 		$669K Sell
2,012
-128
-6% -$46.4K 0.02% 662
2025
Q2 		$802K Sell
2,140
-1,187
-36% -$416K 0.02% 587
2025
Q1 		$1.09M Buy
3,327
+1,405
+73% +$489K 0.03% 479
2024
Q4 		$628K Buy
1,922
+707
+58% +$209K 0.02% 674
2024
Q3 		$283K Sell
1,215
-28,133
-96% -$6.34M 0.01% 1022
2024
Q2 		$8.2M Buy
29,348
+9,362
+47% +$2.54M 0.24% 96
2024
Q1 		$5.28M Buy
19,986
+3,599
+22% +$908K 0.16% 165
2023
Q4 		$3.73M Sell
16,387
-3,024
-16% -$680K 0.14% 199
2023
Q3 		$4.61M Sell
19,411
-132
-0.7% -$30.7K 0.2% 147
2023
Q2 		$4.25M Buy
19,543
+784
+4% +$157K 0.15% 187
2023
Q1 		$3.8M Buy
18,759
+13,420
+251% +$3.07M 0.15% 183
2022
Q4 		$1.15M Buy
5,339
+3,076
+136% +$719K 0.05% 419
2022
Q3 		$494K Sell
2,263
-1,225
-35% -$261K 0.02% 656
2022
Q2 		$643K Sell
3,488
-906
-21% -$172K 0.03% 536
2022
Q1 		$802K Buy
4,394
+2,419
+122% +$421K 0.03% 493
2021
Q4 		$316K Sell
1,975
-2,780
-58% -$459K 0.02% 558
2021
Q3 		$745K Sell
4,755
-25,170
-84% -$3.62M 0.04% 434
2021
Q2 		$4.04M Buy
29,925
+2,113
+8% +$307K 0.2% 151
2021
Q1 		$3.95M Buy
+27,812
New +$3.55M 0.23% 134

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

Snowden Capital Advisors's LPLA Position: Q2 2026 in Review

Snowden Capital Advisors increased its LPL Financial (LPLA) stake by 13% in Q2 2026, buying an estimated $52.5K and bringing the position to 1,565 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #896.

Snowden Capital Advisors first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.2M in Q2 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Snowden Capital Advisors held 1,565 shares of LPL Financial worth $441K as of Q2 2026.
  • Snowden Capital Advisors bought 175 LPL Financial shares in Q2 2026, an estimated $52.5K.
  • LPL Financial made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #896 holding.
  • Snowden Capital Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Snowden Capital Advisors's LPL Financial position peaked at $8.2M in Q2 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.