Valeo Financial Advisors’s LPL Financial LPLA Stock Holding History

Valeo 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	–	Sell	-897	Closed	-$270K	–	863
2026 Q1	$270K	Buy	+897	New	+$301K	0.01%	591
2021 Q2	–	Sell	-68	Closed	-$10K	–	1243
2021 Q1	$10K	Hold	68	–	–	﹤0.01%	1359
2020 Q4	$7K	Hold	68	–	–	﹤0.01%	1286
2020 Q3	$5K	Buy	68 +43	+172%	+$3.41K	﹤0.01%	1258
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	1772
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	1674
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	1465
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1389
2019 Q2	$2K	Sell	25 -25	-50%	-$1.98K	﹤0.01%	1412
2019 Q1	$3K	Buy	50 +25	+100%	+$1.8K	﹤0.01%	1289
2018 Q4	$2K	Hold	25	–	–	﹤0.01%	1292
2018 Q3	$2K	Buy	+25	New	+$1.66K	﹤0.01%	1481

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

Valeo Financial Advisors's LPLA Position: Q2 2026 in Review

Valeo Financial Advisors sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 897 shares — an estimated $270K sold.

Valeo Financial Advisors first reported a position in LPLA in Q3 2018 and held it in 12 quarters. The position peaked at $270K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Valeo Financial Advisors reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Valeo Financial Advisors sold 897 LPL Financial shares in Q2 2026, an estimated $270K.
Valeo Financial Advisors first reported a position in LPL Financial in Q3 2018 and held it in 12 quarters.
Valeo Financial Advisors's LPL Financial position peaked at $270K in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.