TWM
LPLA icon

Thrive Wealth Management’s LPL Financial LPLA Stock Holding History

Thrive Wealth 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 		$307K Sell
1,090
-1
-0.1% -$300 0.04% 189
2026
Q1 		$328K Sell
1,091
-479
-31% -$161K 0.05% 168
2025
Q4 		$561K Buy
1,570
+118
+8% +$41.7K 0.08% 119
2025
Q3 		$483K Sell
1,452
-8
-0.5% -$2.9K 0.07% 130
2025
Q2 		$547K Buy
1,460
+56
+4% +$19.6K 0.09% 116
2025
Q1 		$459K Buy
1,404
+168
+14% +$58.5K 0.09% 118
2024
Q4 		$404K Sell
1,236
-30
-2% -$8.87K 0.07% 132
2024
Q3 		$295K Sell
1,266
-35
-3% -$7.89K 0.05% 169
2024
Q2 		$363K Buy
1,301
+141
+12% +$38.3K 0.07% 147
2024
Q1 		$306K Buy
1,160
+191
+20% +$48.2K 0.06% 155
2023
Q4 		$221K Sell
969
-127
-12% -$28.5K 0.05% 177
2023
Q3 		$260K Buy
1,096
+31
+3% +$7.2K 0.07% 139
2023
Q2 		$232K Sell
1,065
-33
-3% -$6.61K 0.06% 162
2023
Q1 		$222K Buy
1,098
+101
+10% +$23.1K 0.06% 156
2022
Q4 		$216K Sell
997
-344
-26% -$80.4K 0.06% 145
2022
Q3 		$293K Buy
+1,341
New +$285K 0.1% 118

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Thrive Wealth Management's LPLA Position: Q2 2026 in Review

Thrive Wealth Management reduced its LPL Financial (LPLA) stake by 0.09% in Q2 2026, selling an estimated $300 and leaving 1,090 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #189.

Thrive Wealth Management first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $561K in Q4 2025. 84 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Thrive Wealth Management held 1,090 shares of LPL Financial worth $307K as of Q2 2026.
  • Thrive Wealth Management sold 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Thrive Wealth Management first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • Thrive Wealth Management's LPL Financial position peaked at $561K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.