U.S. Capital Wealth Advisors’s LPL Financial LPLA Stock Holding History

U.S. Capital Wealth 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 Q1	–	Sell	-6,794	Closed	-$2.43M	–	1051
2025 Q4	$2.43M	Sell	6,794 -680	-9%	-$241K	0.06%	298
2025 Q3	$2.49M	Sell	7,474 -474	-6%	-$172K	0.07%	282
2025 Q2	$2.98M	Buy	+7,948	New	+$2.78M	0.09%	226
2023 Q1	–	Sell	-150	Closed	-$32.4K	–	1138
2022 Q4	$32.4K	Buy	+150	New	+$35.1K	﹤0.01%	986

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's LPLA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 6,794 shares — an estimated $2.43M sold.

U.S. Capital Wealth Advisors first reported a position in LPLA in Q4 2022 and held it in 4 quarters. The position peaked at $2.98M in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,794 LPL Financial shares in Q1 2026, an estimated $2.43M.
U.S. Capital Wealth Advisors first reported a position in LPL Financial in Q4 2022 and held it in 4 quarters.
U.S. Capital Wealth Advisors's LPL Financial position peaked at $2.98M in Q2 2025.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.