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Stratos Investment Management’s LPL Financial LPLA Stock Holding History

Stratos Investment Management’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 		$202K Sell
718
-15
-2% -$4.5K 0.01% 372
2026
Q1 		$221K Buy
733
+16
+2% +$5.37K 0.01% 350
2025
Q4 		$256K Buy
717
+2
+0.3% +$707 0.01% 315
2025
Q3 		$238K Buy
715
+29
+4% +$10.5K 0.01% 322
2025
Q2 		$257K Buy
686
+11
+2% +$3.85K 0.01% 318
2025
Q1 		$221K Hold
675
– – 0.01% 293
2024
Q4 		$220K Buy
+675
New +$200K 0.01% 256

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

Stratos Investment Management's LPLA Position: Q2 2026 in Review

Stratos Investment Management reduced its LPL Financial (LPLA) stake by 2% in Q2 2026, selling an estimated $4.5K and leaving 718 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #372.

Stratos Investment Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Stratos Investment Management held 718 shares of LPL Financial worth $202K as of Q2 2026.
  • Stratos Investment Management sold 15 LPL Financial shares in Q2 2026, an estimated $4.5K.
  • LPL Financial made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #372 holding.
  • Stratos Investment Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Stratos Investment Management's LPL Financial position peaked at $257K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.