TVPW
LPLA icon

Third View Private Wealth’s LPL Financial LPLA Stock Holding History

Third View Private 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 		$1.05M Sell
3,732
-908
-20% -$273K 0.13% 127
2026
Q1 		$1.4M Buy
4,640
+1,612
+53% +$541K 0.19% 103
2025
Q4 		$1.08M Buy
+3,028
New +$1.07M 0.15% 125

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Third View Private Wealth's LPLA Position: Q2 2026 in Review

Third View Private Wealth reduced its LPL Financial (LPLA) stake by 20% in Q2 2026, selling an estimated $273K and leaving 3,732 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #127.

Third View Private Wealth first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2026. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Third View Private Wealth held 3,732 shares of LPL Financial worth $1.05M as of Q2 2026.
  • Third View Private Wealth sold 908 LPL Financial shares in Q2 2026, an estimated $273K.
  • LPL Financial made up 0.13% of Third View Private Wealth's portfolio in Q2 2026, its #127 holding.
  • Third View Private Wealth first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's LPL Financial position peaked at $1.4M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.