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LPLA icon

WealthCollab’s LPL Financial LPLA Stock Holding History

WealthCollab’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 		$14.1K Hold
50
– – 0.01% 500
2026
Q1 		$15K Hold
50
– – 0.01% 445
2025
Q4 		$17.9K Hold
50
– – 0.01% 424
2025
Q3 		$16.6K Hold
50
– – 0.01% 399
2025
Q2 		$18.7K Hold
50
– – 0.01% 348
2025
Q1 		$16.4K Hold
50
– – 0.01% 363
2024
Q4 		$16.3K Hold
50
– – 0.01% 351
2024
Q3 		$11.6K Buy
50
+26
+108% +$5.86K 0.01% 421
2024
Q2 		$6.7K Hold
24
– – ﹤0.01% 508
2024
Q1 		$6.34K Hold
24
– – ﹤0.01% 530
2023
Q4 		$5.46K Buy
+24
New +$5.39K ﹤0.01% 545

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

WealthCollab's LPLA Position: Q2 2026 in Review

WealthCollab held its LPL Financial (LPLA) position steady in Q2 2026 at 50 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #500.

WealthCollab first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.7K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • WealthCollab held 50 shares of LPL Financial worth $14.1K as of Q2 2026.
  • WealthCollab left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.01% of WealthCollab's portfolio in Q2 2026, its #500 holding.
  • WealthCollab first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's LPL Financial position peaked at $18.7K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.