Triad Wealth Partners’s LPL Financial LPLA Stock Holding History

Triad Wealth Partners’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	-2,011	Closed	-$605K	–	590
2026 Q1	$605K	Buy	2,011 +74	+4%	+$24.8K	0.05%	243
2025 Q4	$692K	Buy	+1,937	New	+$685K	0.07%	199
2024 Q3	–	Sell	-8	Closed	-$2.23K	–	534
2024 Q2	$2.23K	Buy	+8	New	+$2.17K	﹤0.01%	741

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Triad Wealth Partners's LPLA Position: Q2 2026 in Review

Triad Wealth Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2,011 shares — an estimated $605K sold.

Triad Wealth Partners first reported a position in LPLA in Q2 2024 and held it in 3 quarters. The position peaked at $692K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Triad Wealth Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 2,011 LPL Financial shares in Q2 2026, an estimated $605K.
Triad Wealth Partners first reported a position in LPL Financial in Q2 2024 and held it in 3 quarters.
Triad Wealth Partners's LPL Financial position peaked at $692K in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.