Synergy Investment Management’s LPL Financial LPLA Stock Holding History

Synergy 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	$1.01K	Buy	+3	New	+$900	﹤0.01%	975

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

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

Synergy Investment Management opened a new position in LPL Financial (LPLA) in Q2 2026: 3 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Synergy Investment Management held 3 shares of LPL Financial worth $1.01K as of Q2 2026.
LPL Financial was a new Synergy Investment Management position in Q2 2026.
LPL Financial made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #975 holding.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.