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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Financial's LPLA Position: Q1 2026 in Review

Summit Financial sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 703 shares — an estimated $251K sold.

Summit Financial first reported a position in LPLA in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Summit Financial reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 703 LPL Financial shares in Q1 2026, an estimated $251K.
  • Summit Financial first reported a position in LPL Financial in Q2 2025 and held it in 3 quarters.
  • Summit Financial's LPL Financial position peaked at $258K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.