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Vestmark Advisory Solutions’s LPL Financial LPLA Stock Holding History

Vestmark Advisory Solutions’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 		$4.79M Sell
16,998
-1,138
-6% -$342K 0.05% 393
2026
Q1 		$5.46M Sell
18,136
-7,779
-30% -$2.61M 0.06% 326
2025
Q4 		$9.26M Buy
25,915
+3,569
+16% +$1.26M 0.12% 167
2025
Q3 		$7.43M Sell
22,346
-7,955
-26% -$2.88M 0.14% 150
2025
Q2 		$11.4M Sell
30,301
-12,497
-29% -$4.38M 0.16% 113
2025
Q1 		$14M Buy
42,798
+21,873
+105% +$7.62M 0.36% 51
2024
Q4 		$6.83M Buy
20,925
+577
+3% +$171K 0.24% 86
2024
Q3 		$4.73M Buy
20,348
+1,248
+7% +$281K 0.18% 119
2024
Q2 		$5.33M Buy
19,100
+574
+3% +$156K 0.22% 102
2024
Q1 		$4.89M Buy
18,526
+1,314
+8% +$332K 0.21% 115
2023
Q4 		$3.92M Buy
17,212
+514
+3% +$116K 0.2% 125
2023
Q3 		$3.97M Sell
16,698
-21,680
-56% -$5.03M 0.29% 78
2023
Q2 		$8.34M Buy
38,378
+221
+0.6% +$44.3K 0.32% 72
2023
Q1 		$7.72M Buy
38,157
+294
+0.8% +$67.2K 0.33% 62
2022
Q4 		$8.19M Sell
37,863
-9,633
-20% -$2.25M 0.4% 48
2022
Q3 		$10.4M Buy
47,496
+1,956
+4% +$416K 0.58% 25
2022
Q2 		$8.4M Buy
45,540
+5,157
+13% +$979K 0.48% 33
2022
Q1 		$7.38M Buy
40,383
+7,814
+24% +$1.36M 0.42% 41
2021
Q4 		$5.21M Buy
32,569
+2,511
+8% +$414K 0.29% 72
2021
Q3 		$4.71M Buy
30,058
+2,987
+11% +$429K 0.32% 69
2021
Q2 		$3.65M Buy
27,071
+2,453
+10% +$357K 0.26% 93
2021
Q1 		$3.5M Buy
+24,618
New +$3.14M 0.31% 79

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

Vestmark Advisory Solutions's LPLA Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its LPL Financial (LPLA) stake by 6.3% in Q2 2026, selling an estimated $342K and leaving 16,998 shares worth $4.79M. The position accounts for 0.05% of the portfolio, ranked #393.

Vestmark Advisory Solutions first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $14M in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vestmark Advisory Solutions held 16,998 shares of LPL Financial worth $4.79M as of Q2 2026.
  • Vestmark Advisory Solutions sold 1,138 LPL Financial shares in Q2 2026, an estimated $342K.
  • LPL Financial made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #393 holding.
  • Vestmark Advisory Solutions first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Vestmark Advisory Solutions's LPL Financial position peaked at $14M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.