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Steph & Co’s LPL Financial LPLA Stock Holding History

Steph & Co’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 		$80.6K Buy
+286
New +$85.8K 0.02% 159

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
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Steph & Co's LPLA Position: Q2 2026 in Review

Steph & Co opened a new position in LPL Financial (LPLA) in Q2 2026: 286 shares worth $80.6K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings.

84 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Steph & Co held 286 shares of LPL Financial worth $80.6K as of Q2 2026.
  • LPL Financial was a new Steph & Co position in Q2 2026.
  • LPL Financial made up 0.02% of Steph & Co's portfolio in Q2 2026, its #159 holding.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.