VestGen Advisors’s LPL Financial LPLA Stock Holding History

VestGen 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	$275K	Sell	978 -8	-0.8%	-$2.4K	0.01%	886
2026 Q1	$290K	Sell	986 -1,676	-63%	-$562K	0.01%	854
2025 Q4	$951K	Sell	2,662 -1,769	-40%	-$626K	0.04%	367
2025 Q3	$1.47M	Sell	4,431 -1,088	-20%	-$394K	0.05%	304
2025 Q2	$2.07M	Buy	5,519 +335	+6%	+$117K	0.08%	216
2025 Q1	$1.7M	Buy	+5,184	New	+$1.81M	0.08%	228

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

VestGen Advisors's LPLA Position: Q2 2026 in Review

VestGen Advisors reduced its LPL Financial (LPLA) stake by 0.81% in Q2 2026, selling an estimated $2.4K and leaving 978 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #886.

VestGen Advisors first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.07M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

VestGen Advisors held 978 shares of LPL Financial worth $275K as of Q2 2026.
VestGen Advisors sold 8 LPL Financial shares in Q2 2026, an estimated $2.4K.
LPL Financial made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #886 holding.
VestGen Advisors first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's LPL Financial position peaked at $2.07M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.