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Valley Wealth Managers’s LPL Financial LPLA Stock Holding History

Valley Wealth Managers’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 		$657K Buy
2,333
+130
+6% +$39K 0.04% 153
2026
Q1 		$663K Sell
2,203
-92
-4% -$30.9K 0.04% 151
2025
Q4 		$820K Buy
2,295
+111
+5% +$39.3K 0.05% 138
2025
Q3 		$727K Buy
2,184
+189
+9% +$68.5K 0.05% 141
2025
Q2 		$748K Sell
1,995
-269
-12% -$94.2K 0.05% 136
2025
Q1 		$741K Sell
2,264
-55
-2% -$19.2K 0.06% 135
2024
Q4 		$757K Buy
2,319
+334
+17% +$98.8K 0.06% 138
2024
Q3 		$462K Buy
1,985
+549
+38% +$124K 0.03% 163
2024
Q2 		$401K Sell
1,436
-126
-8% -$34.2K 0.03% 160
2024
Q1 		$413K Buy
1,562
+223
+17% +$56.3K 0.03% 155
2023
Q4 		$305K Buy
1,339
+19
+1% +$4.27K 0.02% 165
2023
Q3 		$314K Buy
1,320
+42
+3% +$9.75K 0.03% 157
2023
Q2 		$278K Buy
+1,278
New +$256K 0.03% 142

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 $3.37T AUM 44.26% 1-Year Est. Return

Valley Wealth Managers's LPLA Position: Q2 2026 in Review

Valley Wealth Managers increased its LPL Financial (LPLA) stake by 5.9% in Q2 2026, buying an estimated $39K and bringing the position to 2,333 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #153.

Valley Wealth Managers first reported a position in LPLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $820K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Valley Wealth Managers held 2,333 shares of LPL Financial worth $657K as of Q2 2026.
  • Valley Wealth Managers bought 130 LPL Financial shares in Q2 2026, an estimated $39K.
  • LPL Financial made up 0.04% of Valley Wealth Managers's portfolio in Q2 2026, its #153 holding.
  • Valley Wealth Managers first reported a position in LPL Financial in Q2 2023 and has held it in 13 quarters since.
  • Valley Wealth Managers's LPL Financial position peaked at $820K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.