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Waverly Advisors’s LPL Financial LPLA Stock Holding History

Waverly 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 		$648K Sell
2,299
-441
-16% -$132K ﹤0.01% 1057
2026
Q1 		$824K Buy
2,740
+2,034
+288% +$682K 0.01% 890
2025
Q4 		$252K Buy
+706
New +$250K ﹤0.01% 1286
2025
Q3 		– Sell
-543
Closed -$204K – 1308
2025
Q2 		$204K Buy
+543
New +$190K ﹤0.01% 1118

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

Waverly Advisors's LPLA Position: Q2 2026 in Review

Waverly Advisors reduced its LPL Financial (LPLA) stake by 16% in Q2 2026, selling an estimated $132K and leaving 2,299 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Waverly Advisors first reported a position in LPLA in Q2 2025 and has held it in 4 quarters since. The position peaked at $824K in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Waverly Advisors held 2,299 shares of LPL Financial worth $648K as of Q2 2026.
  • Waverly Advisors sold 441 LPL Financial shares in Q2 2026, an estimated $132K.
  • LPL Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1057 holding.
  • Waverly Advisors first reported a position in LPL Financial in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's LPL Financial position peaked at $824K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.