Summit Trail Advisors’s LPL Financial LPLA Stock Holding History

Summit Trail Advisors’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	$2.99M	Buy	10,602 +1,259	+13%	+$378K	0.04%	369
2026 Q1	$2.81M	Buy	9,343 +406	+5%	+$136K	0.04%	333
2025 Q4	$3.19M	Sell	8,937 -1,438	-14%	-$509K	0.06%	218
2025 Q3	$3.45M	Buy	10,375 +3,791	+58%	+$1.37M	0.05%	213
2025 Q2	$2.47M	Sell	6,584 -71	-1%	-$24.9K	0.04%	222
2025 Q1	$2.18M	Buy	6,655 +4,833	+265%	+$1.68M	0.07%	88
2024 Q4	$595K	Buy	+1,822	New	+$539K	0.02%	190
2018 Q1	–	Sell	-215	Closed	-$13K	–	1141
2017 Q4	$13K	Buy	+215	New	+$11.3K	﹤0.01%	1154

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Trail Advisors's LPLA Position: Q2 2026 in Review

Summit Trail Advisors increased its LPL Financial (LPLA) stake by 13% in Q2 2026, buying an estimated $378K and bringing the position to 10,602 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #369.

Summit Trail Advisors first reported a position in LPLA in Q4 2017 and has held it in 8 quarters since. The position peaked at $3.45M in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Summit Trail Advisors held 10,602 shares of LPL Financial worth $2.99M as of Q2 2026.
Summit Trail Advisors bought 1,259 LPL Financial shares in Q2 2026, an estimated $378K.
LPL Financial made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #369 holding.
Summit Trail Advisors first reported a position in LPL Financial in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's LPL Financial position peaked at $3.45M in Q3 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.