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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

United Capital Financial Advisors's LPLA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its LPL Financial (LPLA) stake by 2.7% in Q1 2026, selling an estimated $19.1K and leaving 2,093 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

United Capital Financial Advisors first reported a position in LPLA in Q1 2019 and has held it in 14 quarters since. The position peaked at $8.61M in Q4 2019. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • United Capital Financial Advisors held 2,093 shares of LPL Financial worth $630K as of Q1 2026.
  • United Capital Financial Advisors sold 57 LPL Financial shares in Q1 2026, an estimated $19.1K.
  • LPL Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #956 holding.
  • United Capital Financial Advisors first reported a position in LPL Financial in Q1 2019 and has held it in 14 quarters since.
  • United Capital Financial Advisors's LPL Financial position peaked at $8.61M in Q4 2019.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.