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 Q3	–	Sell	-286	Closed	-$80.6K	–	288
2026 Q2	$80.6K	Buy	+286	New	+$85.8K	0.02%	159

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Steph & Co's LPLA Position: Q3 2026 in Review

Steph & Co sold out of LPL Financial (LPLA) in Q3 2026, closing a stake of 286 shares — an estimated $80.6K sold.

Steph & Co first reported a position in LPLA in Q2 2026 and held it in 1 quarter. The position peaked at $80.6K in Q2 2026. 84 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Steph & Co reported no remaining LPL Financial position as of Q3 2026 after selling out during the quarter.
Steph & Co sold 286 LPL Financial shares in Q3 2026, an estimated $80.6K.
Steph & Co first reported a position in LPL Financial in Q2 2026 and held it in 1 quarter.
Steph & Co's LPL Financial position peaked at $80.6K in Q2 2026.
84 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.