UCFA
LPLA icon

United Capital Financial Advisors’s LPL Financial LPLA Stock Holding History

United Capital Financial 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 		$618K Buy
2,193
+100
+5% +$30K ﹤0.01% 1011
2026
Q1 		$630K Sell
2,093
-57
-3% -$19.1K ﹤0.01% 956
2025
Q4 		$768K Sell
2,150
-2,964
-58% -$1.05M ﹤0.01% 820
2025
Q3 		$1.7M Buy
5,114
+366
+8% +$133K 0.01% 503
2025
Q2 		$1.78M Buy
4,748
+3,521
+287% +$1.23M 0.01% 465
2025
Q1 		$401K Buy
1,227
+24
+2% +$8.36K ﹤0.01% 810
2024
Q4 		$393K Buy
1,203
+31
+3% +$9.17K ﹤0.01% 799
2024
Q3 		$273K Sell
1,172
-562
-32% -$127K ﹤0.01% 911
2024
Q2 		$484K Sell
1,734
-128
-7% -$34.7K ﹤0.01% 718
2024
Q1 		$492K Sell
1,862
-216
-10% -$54.5K ﹤0.01% 739
2023
Q4 		$473K Buy
+2,078
New +$467K ﹤0.01% 740
2020
Q2 		– Sell
-54,641
Closed -$2.97M – 1225
2020
Q1 		$2.97M Sell
54,641
-38,650
-41% -$3.12M 0.02% 421
2019
Q4 		$8.61M Buy
+93,291
New +$8.01M 0.06% 327
2019
Q3 		– Sell
-7,760
Closed -$633K – 1412
2019
Q2 		$633K Sell
7,760
-680
-8% -$53.8K ﹤0.01% 962
2019
Q1 		$588K Buy
+8,440
New +$608K ﹤0.01% 929

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 $3.38T AUM 44.17% 1-Year Est. Return

United Capital Financial Advisors's LPLA Position: Q2 2026 in Review

United Capital Financial Advisors increased its LPL Financial (LPLA) stake by 4.8% in Q2 2026, buying an estimated $30K and bringing the position to 2,193 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

United Capital Financial Advisors first reported a position in LPLA in Q1 2019 and has held it in 15 quarters since. The position peaked at $8.61M in Q4 2019. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • United Capital Financial Advisors held 2,193 shares of LPL Financial worth $618K as of Q2 2026.
  • United Capital Financial Advisors bought 100 LPL Financial shares in Q2 2026, an estimated $30K.
  • LPL Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1011 holding.
  • United Capital Financial Advisors first reported a position in LPL Financial in Q1 2019 and has held it in 15 quarters since.
  • United Capital Financial Advisors's LPL Financial position peaked at $8.61M in Q4 2019.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.