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Summit Financial’s LPL Financial LPLA Stock Holding History

Summit Financial’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 		$213K Buy
+757
New +$227K ﹤0.01% 1501
2026
Q1 		– Sell
-703
Closed -$251K – 1444
2025
Q4 		$251K Sell
703
-14
-2% -$4.95K ﹤0.01% 1150
2025
Q3 		$239K Buy
717
+29
+4% +$10.5K ﹤0.01% 1143
2025
Q2 		$258K Buy
+688
New +$241K 0.01% 723

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

Summit Financial's LPLA Position: Q2 2026 in Review

Summit Financial opened a new position in LPL Financial (LPLA) in Q2 2026: 757 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Summit Financial previously reported a position in LPLA as recently as Q4 2025.

Summit Financial first reported a position in LPLA in Q2 2025 and has held it in 4 quarters since. The position peaked at $258K in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Summit Financial held 757 shares of LPL Financial worth $213K as of Q2 2026.
  • LPL Financial was a new Summit Financial position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1501 holding.
  • Summit Financial first reported a position in LPL Financial in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's LPL Financial position peaked at $258K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.