SFS
LPLA icon

Sowell Financial Services’s LPL Financial LPLA Stock Holding History

Sowell Financial Services’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 		– Sell
-1,941
Closed -$584K – 1197
2026
Q1 		$584K Buy
1,941
+20
+1% +$6.71K 0.02% 592
2025
Q4 		$686K Sell
1,921
-56
-3% -$19.8K 0.03% 549
2025
Q3 		$658K Sell
1,977
-800
-29% -$290K 0.03% 556
2025
Q2 		$1.04M Sell
2,777
-149
-5% -$52.2K 0.04% 397
2025
Q1 		$957K Buy
+2,926
New +$1.02M 0.04% 398
2021
Q1 		– Sell
-17
Closed -$2K – 3218
2020
Q4 		$2K Hold
17
– – ﹤0.01% 2477
2020
Q3 		$1K Hold
17
– – ﹤0.01% 2395
2020
Q2 		$1K Sell
17
-26
-60% -$1.74K ﹤0.01% 2333
2020
Q1 		$2K Hold
43
– – ﹤0.01% 2082
2019
Q4 		$4K Buy
43
+13
+43% +$1.12K ﹤0.01% 1982
2019
Q3 		$2K Buy
+30
New +$2.4K ﹤0.01% 2098

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

Sowell Financial Services's LPLA Position: Q2 2026 in Review

Sowell Financial Services sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1,941 shares — an estimated $584K sold.

Sowell Financial Services first reported a position in LPLA in Q3 2019 and held it in 11 quarters. The position peaked at $1.04M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Sowell Financial Services reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,941 LPL Financial shares in Q2 2026, an estimated $584K.
  • Sowell Financial Services first reported a position in LPL Financial in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's LPL Financial position peaked at $1.04M in Q2 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.