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TD Private Client Wealth’s LPL Financial LPLA Stock Holding History

TD Private Client Wealth’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 		$1.68M Sell
5,967
-1,041
-15% -$312K 0.03% 301
2026
Q1 		$2.11M Sell
7,008
-2,515
-26% -$844K 0.04% 242
2025
Q4 		$3.4M Sell
9,523
-3,932
-29% -$1.39M 0.07% 180
2025
Q3 		$4.48M Sell
13,455
-779
-5% -$282K 0.1% 141
2025
Q2 		$5.34M Buy
14,234
+2,168
+18% +$760K 0.13% 113
2025
Q1 		$3.95M Sell
12,066
-526
-4% -$183K 0.11% 132
2024
Q4 		$4.11M Buy
12,592
+513
+4% +$152K 0.12% 131
2024
Q3 		$2.81M Buy
12,079
+1,193
+11% +$269K 0.08% 192
2024
Q2 		$3.04M Sell
10,886
-3,291
-23% -$893K 0.1% 154
2024
Q1 		$3.75M Buy
14,177
+994
+8% +$251K 0.12% 134
2023
Q4 		$3M Sell
13,183
-480
-4% -$108K 0.11% 156
2023
Q3 		$3.25M Sell
13,663
-1,825
-12% -$424K 0.14% 144
2023
Q2 		$3.37M Buy
15,488
+3,761
+32% +$753K 0.15% 147
2023
Q1 		$2.37M Sell
11,727
-723
-6% -$165K 0.11% 195
2022
Q4 		$2.69M Sell
12,450
-5,454
-30% -$1.27M 0.13% 163
2022
Q3 		$3.91M Sell
17,904
-633
-3% -$135K 0.2% 114
2022
Q2 		$3.42M Buy
18,537
+88
+0.5% +$16.7K 0.17% 132
2022
Q1 		$3.37M Buy
18,449
+2,086
+13% +$363K 0.14% 153
2021
Q4 		$2.62M Sell
16,363
-537
-3% -$88.6K 0.11% 192
2021
Q3 		$2.65M Sell
16,900
-194
-1% -$27.9K 0.11% 183
2021
Q2 		$2.31M Buy
17,094
+178
+1% +$25.9K 0.1% 213
2021
Q1 		$2.4M Buy
+16,916
New +$2.16M 0.11% 194

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

TD Private Client Wealth's LPLA Position: Q2 2026 in Review

TD Private Client Wealth reduced its LPL Financial (LPLA) stake by 15% in Q2 2026, selling an estimated $312K and leaving 5,967 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #301.

TD Private Client Wealth first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.34M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TD Private Client Wealth held 5,967 shares of LPL Financial worth $1.68M as of Q2 2026.
  • TD Private Client Wealth sold 1,041 LPL Financial shares in Q2 2026, an estimated $312K.
  • LPL Financial made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #301 holding.
  • TD Private Client Wealth first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • TD Private Client Wealth's LPL Financial position peaked at $5.34M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.