Texas Capital Bank Wealth Management Services’s LPL Financial LPLA Stock Holding History

Texas Capital Bank Wealth Management Services’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	–	Sell	-786	Closed	-$236K	–	361
2026 Q1	$236K	Buy	786 +5	+0.6%	+$1.68K	0.01%	313
2025 Q4	$279K	Hold	781	–	–	0.02%	267
2025 Q3	$260K	Buy	+781	New	+$283K	0.02%	217

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 $3.38T AUM 44.17% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's LPLA Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 786 shares — an estimated $236K sold.

Texas Capital Bank Wealth Management Services first reported a position in LPLA in Q3 2025 and held it in 3 quarters. The position peaked at $279K in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Texas Capital Bank Wealth Management Services reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 786 LPL Financial shares in Q2 2026, an estimated $236K.
Texas Capital Bank Wealth Management Services first reported a position in LPL Financial in Q3 2025 and held it in 3 quarters.
Texas Capital Bank Wealth Management Services's LPL Financial position peaked at $279K in Q4 2025.
767 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.