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Spirepoint Private Client’s LPL Financial LPLA Stock Holding History

Spirepoint Private Client’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 		$242K Sell
859
-37
-4% -$11.1K 0.02% 306
2026
Q1 		$270K Sell
896
-167
-16% -$56K 0.03% 267
2025
Q4 		$380K Buy
1,063
+212
+25% +$75K 0.04% 207
2025
Q3 		$283K Buy
+851
New +$308K 0.03% 225

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

Spirepoint Private Client's LPLA Position: Q2 2026 in Review

Spirepoint Private Client reduced its LPL Financial (LPLA) stake by 4.1% in Q2 2026, selling an estimated $11.1K and leaving 859 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #306.

Spirepoint Private Client first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Spirepoint Private Client held 859 shares of LPL Financial worth $242K as of Q2 2026.
  • Spirepoint Private Client sold 37 LPL Financial shares in Q2 2026, an estimated $11.1K.
  • LPL Financial made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #306 holding.
  • Spirepoint Private Client first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Spirepoint Private Client's LPL Financial position peaked at $380K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.