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Stenger Family Office’s LPL Financial LPLA Stock Holding History

Stenger Family Office’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 		$819K Sell
2,909
-396
-12% -$119K 0.13% 79
2026
Q1 		$994K Sell
3,305
-122
-4% -$40.9K 0.18% 79
2025
Q4 		$1.22M Sell
3,427
-4,685
-58% -$1.66M 0.25% 68
2025
Q3 		$2.79M Buy
8,112
+1,123
+16% +$407K 0.57% 49
2025
Q2 		$2.79M Buy
+6,989
New +$2.45M 0.72% 37
2024
Q4 		$1.84M Buy
+5,625
New +$1.66M 0.62% 42

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Stenger Family Office's LPLA Position: Q2 2026 in Review

Stenger Family Office reduced its LPL Financial (LPLA) stake by 12% in Q2 2026, selling an estimated $119K and leaving 2,909 shares worth $819K. The position accounts for 0.13% of the portfolio, ranked #79.

Stenger Family Office first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q2 2025. 167 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Stenger Family Office held 2,909 shares of LPL Financial worth $819K as of Q2 2026.
  • Stenger Family Office sold 396 LPL Financial shares in Q2 2026, an estimated $119K.
  • LPL Financial made up 0.13% of Stenger Family Office's portfolio in Q2 2026, its #79 holding.
  • Stenger Family Office first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Stenger Family Office's LPL Financial position peaked at $2.79M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.