Truist Financial
LPLA icon

Truist Financial’s LPL Financial LPLA Stock Holding History

Truist Financial’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 		$14.2M Sell
50,282
-153,966
-75% -$46.2M 0.02% 535
2026
Q1 		$61.4M Sell
204,248
-2,097
-1% -$704K 0.08% 208
2025
Q4 		$73.7M Sell
206,345
-3,302
-2% -$1.17M 0.1% 186
2025
Q3 		$69.7M Buy
209,647
+1,385
+0.7% +$502K 0.09% 191
2025
Q2 		$78.1M Buy
208,262
+2,777
+1% +$973K 0.11% 167
2025
Q1 		$67.2M Buy
205,485
+13,332
+7% +$4.64M 0.11% 178
2024
Q4 		$62.7M Buy
192,153
+14,106
+8% +$4.17M 0.1% 192
2024
Q3 		$41.4M Buy
178,047
+7,199
+4% +$1.62M 0.06% 260
2024
Q2 		$47.7M Buy
170,848
+6,646
+4% +$1.8M 0.07% 241
2024
Q1 		$43.4M Buy
164,202
+34,163
+26% +$8.62M 0.07% 258
2023
Q4 		$29.6M Sell
130,039
-1,493
-1% -$336K 0.05% 324
2023
Q3 		$31.3M Buy
131,532
+7,953
+6% +$1.85M 0.05% 307
2023
Q2 		$26.9M Buy
123,579
+4,528
+4% +$907K 0.04% 330
2023
Q1 		$24.1M Buy
119,051
+66,928
+128% +$15.3M 0.04% 344
2022
Q4 		$11.3M Sell
52,123
-3,061
-6% -$716K 0.02% 530
2022
Q3 		$12.1M Buy
55,184
+9,347
+20% +$1.99M 0.02% 503
2022
Q2 		$8.46M Buy
45,837
+4,391
+11% +$834K 0.02% 625
2022
Q1 		$7.57M Buy
41,446
+4,162
+11% +$725K 0.01% 731
2021
Q4 		$5.97M Buy
37,284
+1,970
+6% +$325K 0.01% 827
2021
Q3 		$5.54M Buy
35,314
+3,006
+9% +$432K 0.01% 842
2021
Q2 		$4.36M Buy
32,308
+4,457
+16% +$648K 0.01% 936
2021
Q1 		$3.96M Buy
27,851
+12,109
+77% +$1.55M 0.01% 946
2020
Q4 		$1.64M Buy
15,742
+8,542
+119% +$768K ﹤0.01% 1261
2020
Q3 		$552K Buy
7,200
+620
+9% +$49.2K ﹤0.01% 1676
2020
Q2 		$515K Sell
6,580
-105
-2% -$7.02K ﹤0.01% 1608
2020
Q1 		$364K Sell
6,685
-3,285
-33% -$265K ﹤0.01% 1742
2019
Q4 		$919K Buy
+9,970
New +$856K ﹤0.01% 1488

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

Truist Financial's LPLA Position: Q2 2026 in Review

Truist Financial reduced its LPL Financial (LPLA) stake by 75% in Q2 2026, selling an estimated $46.2M and leaving 50,282 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #535.

Truist Financial first reported a position in LPLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $78.1M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Truist Financial held 50,282 shares of LPL Financial worth $14.2M as of Q2 2026.
  • Truist Financial sold 153,966 LPL Financial shares in Q2 2026, an estimated $46.2M.
  • LPL Financial made up 0.02% of Truist Financial's portfolio in Q2 2026, its #535 holding.
  • Truist Financial first reported a position in LPL Financial in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's LPL Financial position peaked at $78.1M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.