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Tidal Investments’s LPL Financial LPLA Stock Holding History

Tidal Investments’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 		$380K Sell
1,348
-1,052
-44% -$316K ﹤0.01% 2203
2026
Q1 		$722K Buy
2,400
+126
+6% +$42.3K ﹤0.01% 1662
2025
Q4 		$812K Buy
2,274
+130
+6% +$46K ﹤0.01% 1385
2025
Q3 		$713K Sell
2,144
-75
-3% -$27.2K ﹤0.01% 1375
2025
Q2 		$832K Sell
2,219
-3,786
-63% -$1.33M 0.01% 1129
2025
Q1 		$1.96M Buy
6,005
+2,349
+64% +$818K 0.02% 710
2024
Q4 		$1.19M Sell
3,656
-4,006
-52% -$1.18M 0.01% 916
2024
Q3 		$1.78M Buy
7,662
+3,809
+99% +$858K 0.02% 715
2024
Q2 		$1.08M Buy
3,853
+2,309
+150% +$627K 0.01% 853
2024
Q1 		$408K Buy
1,544
+239
+18% +$60.3K 0.01% 1269
2023
Q4 		$297K Buy
1,305
+88
+7% +$19.8K 0.01% 1178
2023
Q3 		$289K Buy
1,217
+81
+7% +$18.8K 0.01% 1074
2023
Q2 		$247K Sell
1,136
-2,496
-69% -$500K 0.01% 1130
2023
Q1 		$735K Buy
3,632
+270
+8% +$61.7K 0.02% 609
2022
Q4 		$727K Sell
3,362
-3,032
-47% -$709K 0.03% 544
2022
Q3 		$1.4M Buy
+6,394
New +$1.36M 0.06% 291

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

Tidal Investments's LPLA Position: Q2 2026 in Review

Tidal Investments reduced its LPL Financial (LPLA) stake by 44% in Q2 2026, selling an estimated $316K and leaving 1,348 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Tidal Investments first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.96M in Q1 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Tidal Investments held 1,348 shares of LPL Financial worth $380K as of Q2 2026.
  • Tidal Investments sold 1,052 LPL Financial shares in Q2 2026, an estimated $316K.
  • LPL Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2203 holding.
  • Tidal Investments first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • Tidal Investments's LPL Financial position peaked at $1.96M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.