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TFC Financial Management’s LPL Financial LPLA Stock Holding History

TFC Financial 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 		– Sell
-1
Closed -$301 – 1068
2026
Q1 		$301 Buy
+1
New +$336 ﹤0.01% 756
2024
Q3 		– Sell
-1
Closed -$280 – 1057
2024
Q2 		$280 Hold
1
– – ﹤0.01% 706
2024
Q1 		$265 Buy
+1
New +$252 ﹤0.01% 698
2023
Q2 		– Sell
-74
Closed -$15K – 703
2023
Q1 		$15K Buy
+74
New +$16.9K ﹤0.01% 337

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

TFC Financial Management's LPLA Position: Q2 2026 in Review

TFC Financial Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1 share — an estimated $301 sold.

TFC Financial Management first reported a position in LPLA in Q1 2023 and held it in 4 quarters. The position peaked at $15K in Q1 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • TFC Financial Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 LPL Financial share in Q2 2026, an estimated $301.
  • TFC Financial Management first reported a position in LPL Financial in Q1 2023 and held it in 4 quarters.
  • TFC Financial Management's LPL Financial position peaked at $15K in Q1 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.