SGK
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Steigerwald Gordon & Koch’s LPL Financial LPLA Stock Holding History

Steigerwald Gordon & Koch’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 		$8.45K Hold
30
– – ﹤0.01% 566
2026
Q1 		$9.03K Sell
30
-48
-62% -$16.1K ﹤0.01% 535
2025
Q4 		$27.9K Buy
78
+66
+550% +$23.3K ﹤0.01% 397
2025
Q3 		$3.99K Buy
+12
New +$4.35K ﹤0.01% 661

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

Steigerwald Gordon & Koch's LPLA Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its LPL Financial (LPLA) position steady in Q2 2026 at 30 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Steigerwald Gordon & Koch first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.9K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Steigerwald Gordon & Koch held 30 shares of LPL Financial worth $8.45K as of Q2 2026.
  • Steigerwald Gordon & Koch left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #566 holding.
  • Steigerwald Gordon & Koch first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's LPL Financial position peaked at $27.9K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.