Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s LPL Financial LPLA Stock Holding History

Steward Partners Investment Advisory’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 		$824K Sell
2,924
-106
-3% -$31.8K ﹤0.01% 1413
2026
Q1 		$911K Buy
3,030
+15
+0.5% +$5.03K ﹤0.01% 1209
2025
Q4 		$1.08M Buy
3,015
+221
+8% +$78.2K 0.01% 1038
2025
Q3 		$930K Buy
2,794
+539
+24% +$195K 0.01% 1082
2025
Q2 		$846K Sell
2,255
-12
-0.5% -$4.2K 0.01% 1059
2025
Q1 		$742K Sell
2,267
-137
-6% -$47.7K 0.01% 1035
2024
Q4 		$785K Sell
2,404
-4
-0.2% -$1.18K 0.01% 960
2024
Q3 		$560K Buy
2,408
+743
+45% +$167K 0.01% 1063
2024
Q2 		$465K Buy
1,665
+80
+5% +$21.7K ﹤0.01% 1090
2024
Q1 		$419K Buy
1,585
+663
+72% +$167K ﹤0.01% 1132
2023
Q4 		$210K Buy
922
+155
+20% +$34.8K ﹤0.01% 1359
2023
Q3 		$182K Sell
767
-49
-6% -$11.4K ﹤0.01% 1329
2023
Q2 		$178K Buy
816
+68
+9% +$13.6K ﹤0.01% 1343
2023
Q1 		$151K Buy
748
+106
+17% +$24.2K ﹤0.01% 1406
2022
Q4 		$139K Buy
642
+100
+18% +$23.4K ﹤0.01% 1413
2022
Q3 		$118K Sell
542
-116
-18% -$24.7K ﹤0.01% 1428
2022
Q2 		$121K Sell
658
-168
-20% -$31.9K ﹤0.01% 1421
2022
Q1 		$151K Buy
826
+541
+190% +$94.2K ﹤0.01% 1409
2021
Q4 		$46K Buy
285
+200
+235% +$33K ﹤0.01% 1964
2021
Q3 		$13K Hold
85
– – ﹤0.01% 2513
2021
Q2 		$11K Hold
85
– – ﹤0.01% 5868
2021
Q1 		$12.1K Hold
85
– – ﹤0.01% 2699
2020
Q4 		$9K Hold
85
– – ﹤0.01% 2351
2020
Q3 		$7K Hold
85
– – ﹤0.01% 2261
2020
Q2 		$7K Hold
85
– – ﹤0.01% 2167
2020
Q1 		$4K Hold
85
– – ﹤0.01% 2148
2019
Q4 		$7K Buy
+85
New +$7.29K ﹤0.01% 2148
2018
Q4 		– Sell
-20
Closed -$1K – 1553
2018
Q3 		$1K Hold
20
– – ﹤0.01% 2502
2018
Q2 		$1K Buy
+20
New +$1.31K ﹤0.01% 2358

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
Jupiter Topco
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
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's LPLA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its LPL Financial (LPLA) stake by 3.5% in Q2 2026, selling an estimated $31.8K and leaving 2,924 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Steward Partners Investment Advisory first reported a position in LPLA in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.08M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Steward Partners Investment Advisory held 2,924 shares of LPL Financial worth $824K as of Q2 2026.
  • Steward Partners Investment Advisory sold 106 LPL Financial shares in Q2 2026, an estimated $31.8K.
  • LPL Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1413 holding.
  • Steward Partners Investment Advisory first reported a position in LPL Financial in Q2 2018 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's LPL Financial position peaked at $1.08M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.