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Transamerica Financial Advisors’s LPL Financial LPLA Stock Holding History

Transamerica Financial Advisors’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 		$79.8K Buy
283
+17
+6% +$5.1K 0.01% 629
2026
Q1 		$80K Buy
266
+210
+375% +$70.5K 0.01% 573
2025
Q4 		$19.9K Buy
56
+5
+10% +$1.77K ﹤0.01% 724
2025
Q3 		$16.9K Buy
51
+50
+5,000% +$18.1K ﹤0.01% 634
2025
Q2 		$247 Hold
1
– – ﹤0.01% 476
2025
Q1 		$1K Hold
1
– – ﹤0.01% 510
2024
Q4 		$1K Hold
1
– – ﹤0.01% 501
2024
Q3 		$1K Sell
1
-554
-100% -$125K ﹤0.01% 507
2024
Q2 		$155K Hold
555
– – 0.02% 206
2024
Q1 		$147K Sell
555
-2,205
-80% -$557K 0.02% 232
2023
Q4 		$629K Sell
2,760
-198
-7% -$44.5K 0.09% 154
2023
Q3 		$703K Sell
2,958
-244
-8% -$56.7K 0.1% 146
2023
Q2 		$697K Buy
3,202
+533
+20% +$107K 0.09% 157
2023
Q1 		$541K Buy
+2,669
New +$610K 0.07% 171

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

Transamerica Financial Advisors's LPLA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its LPL Financial (LPLA) stake by 6.4% in Q2 2026, buying an estimated $5.1K and bringing the position to 283 shares worth $79.8K. The position accounts for 0.01% of the portfolio, ranked #629.

Transamerica Financial Advisors first reported a position in LPLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $703K in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Transamerica Financial Advisors held 283 shares of LPL Financial worth $79.8K as of Q2 2026.
  • Transamerica Financial Advisors bought 17 LPL Financial shares in Q2 2026, an estimated $5.1K.
  • LPL Financial made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #629 holding.
  • Transamerica Financial Advisors first reported a position in LPL Financial in Q1 2023 and has held it in 14 quarters since.
  • Transamerica Financial Advisors's LPL Financial position peaked at $703K in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.