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Vise Technologies’s LPL Financial LPLA Stock Holding History

Vise Technologies’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 		$1.02M Sell
3,626
-691
-16% -$207K 0.01% 786
2026
Q1 		$1.54M Hold
4,317
– – 0.03% 444
2025
Q4 		$1.54M Buy
4,317
+2,479
+135% +$877K 0.03% 445
2025
Q3 		$611K Sell
1,838
-283
-13% -$103K 0.02% 581
2025
Q2 		$795K Buy
+2,121
New +$743K 0.03% 496
2024
Q4 		$342K Buy
+1,047
New +$310K 0.03% 546

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

Vise Technologies's LPLA Position: Q2 2026 in Review

Vise Technologies reduced its LPL Financial (LPLA) stake by 16% in Q2 2026, selling an estimated $207K and leaving 3,626 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #786.

Vise Technologies first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vise Technologies held 3,626 shares of LPL Financial worth $1.02M as of Q2 2026.
  • Vise Technologies sold 691 LPL Financial shares in Q2 2026, an estimated $207K.
  • LPL Financial made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #786 holding.
  • Vise Technologies first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's LPL Financial position peaked at $1.54M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.