Trust Company’s LPL Financial LPLA Stock Holding History

Trust Company’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	$19.2K	Buy	68 +10	+17%	+$3K	﹤0.01%	382
2026 Q1	$17.4K	Buy	58 +21	+57%	+$7.05K	﹤0.01%	391
2025 Q4	$13.2K	Buy	+37	New	+$13.1K	﹤0.01%	411

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

Trust Company's LPLA Position: Q2 2026 in Review

Trust Company increased its LPL Financial (LPLA) stake by 17% in Q2 2026, buying an estimated $3K and bringing the position to 68 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Trust Company first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Trust Company held 68 shares of LPL Financial worth $19.2K as of Q2 2026.
Trust Company bought 10 LPL Financial shares in Q2 2026, an estimated $3K.
LPL Financial made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #382 holding.
Trust Company first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.