RAFFA WEALTH MANAGEMENT, LLC’s LPL Financial LPLA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.25K	Buy	8 +3	+60%	+$900	﹤0.01%	805
2026 Q1	$1.5K	Buy	5 +1	+25%	+$336	﹤0.01%	834
2025 Q4	$1.43K	Hold	4	–	–	﹤0.01%	835
2025 Q3	$1.33K	Buy	4 +2	+100%	+$725	﹤0.01%	823
2025 Q2	$750	Hold	2	–	–	﹤0.01%	924
2025 Q1	$654	Hold	2	–	–	﹤0.01%	910
2024 Q4	$653	Sell	2 -3	-60%	-$887	﹤0.01%	958
2024 Q3	$1.16K	Hold	5	–	–	﹤0.01%	813
2024 Q2	$1.4K	Hold	5	–	–	﹤0.01%	806
2024 Q1	$1.32K	Hold	5	–	–	﹤0.01%	819
2023 Q4	$1.14K	Hold	5	–	–	﹤0.01%	786
2023 Q3	$1.19K	Hold	5	–	–	﹤0.01%	736
2023 Q2	$1.09K	Hold	5	–	–	﹤0.01%	776
2023 Q1	$1.01K	Hold	5	–	–	﹤0.01%	782
2022 Q4	$1.08K	Hold	5	–	–	﹤0.01%	757
2022 Q3	$1.09K	Hold	5	–	–	﹤0.01%	770
2022 Q2	$922	Hold	5	–	–	﹤0.01%	839
2022 Q1	$913	Hold	5	–	–	﹤0.01%	896
2021 Q4	$800	Hold	5	–	–	﹤0.01%	950
2021 Q3	$784	Hold	5	–	–	﹤0.01%	928
2021 Q2	$675	Hold	5	–	–	﹤0.01%	983
2021 Q1	$711	Buy	+5	New	+$638	﹤0.01%	957

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LPLA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its LPL Financial (LPLA) stake by 60% in Q2 2026, buying an estimated $900 and bringing the position to 8 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. 205 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 8 shares of LPL Financial worth $2.25K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 LPL Financial shares in Q2 2026, an estimated $900.
LPL Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #805 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
205 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.