Valued Wealth Advisors’s LPL Financial LPLA Stock Holding History

Valued 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 Q2	$3.66K	Buy	13 +3	+30%	+$900	﹤0.01%	524
2026 Q1	$3.01K	Buy	+10	New	+$3.35K	﹤0.01%	478

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

Valued Wealth Advisors's LPLA Position: Q2 2026 in Review

Valued Wealth Advisors increased its LPL Financial (LPLA) stake by 30% in Q2 2026, buying an estimated $900 and bringing the position to 13 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Valued Wealth Advisors first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Valued Wealth Advisors held 13 shares of LPL Financial worth $3.66K as of Q2 2026.
Valued Wealth Advisors bought 3 LPL Financial shares in Q2 2026, an estimated $900.
LPL Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #524 holding.
Valued Wealth Advisors first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.