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Transcend Capital Advisors’s LPL Financial LPLA Stock Holding History

Transcend Capital 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 		– Sell
-676
Closed -$203K – 841
2026
Q1 		$203K Buy
676
+62
+10% +$20.8K 0.02% 683
2025
Q4 		$219K Sell
614
-575
-48% -$203K 0.02% 633
2025
Q3 		$396K Buy
1,189
+88
+8% +$31.9K 0.03% 439
2025
Q2 		$413K Sell
1,101
-467
-30% -$164K 0.03% 366
2025
Q1 		$513K Buy
+1,568
New +$546K 0.04% 353
2024
Q3 		– Sell
-1,301
Closed -$363K – 638
2024
Q2 		$363K Buy
1,301
+478
+58% +$130K 0.03% 429
2024
Q1 		$217K Buy
+823
New +$208K 0.02% 484

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

Transcend Capital Advisors's LPLA Position: Q2 2026 in Review

Transcend Capital Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 676 shares — an estimated $203K sold.

Transcend Capital Advisors first reported a position in LPLA in Q1 2024 and held it in 7 quarters. The position peaked at $513K in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Transcend Capital Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 676 LPL Financial shares in Q2 2026, an estimated $203K.
  • Transcend Capital Advisors first reported a position in LPL Financial in Q1 2024 and held it in 7 quarters.
  • Transcend Capital Advisors's LPL Financial position peaked at $513K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.