Wealthfront Advisers
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Wealthfront Advisers’s LPL Financial LPLA Stock Holding History

Wealthfront Advisers’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 		$622K Sell
2,208
-7,406
-77% -$2.22M ﹤0.01% 819
2026
Q1 		$2.89M Buy
9,614
+3,230
+51% +$1.08M 0.01% 542
2025
Q4 		$2.28M Buy
6,384
+1,261
+25% +$446K 0.01% 573
2025
Q3 		$1.7M Buy
5,123
+2,243
+78% +$813K ﹤0.01% 610
2025
Q2 		$1.08M Buy
2,880
+181
+7% +$63.4K ﹤0.01% 666
2025
Q1 		$883K Buy
2,699
+51
+2% +$17.8K ﹤0.01% 682
2024
Q4 		$865K Buy
2,648
+56
+2% +$16.6K ﹤0.01% 691
2024
Q3 		$603K Sell
2,592
-1,893
-42% -$427K ﹤0.01% 738
2024
Q2 		$1.25M Buy
4,485
+2,933
+189% +$796K ﹤0.01% 579
2024
Q1 		$410K Buy
1,552
+189
+14% +$47.7K ﹤0.01% 759
2023
Q4 		$310K Sell
1,363
-325
-19% -$73.1K ﹤0.01% 784
2023
Q3 		$401K Buy
1,688
+182
+12% +$42.3K ﹤0.01% 726
2023
Q2 		$327K Sell
1,506
-8,885
-86% -$1.78M ﹤0.01% 749
2023
Q1 		$2.1M Buy
10,391
+2,648
+34% +$605K 0.01% 404
2022
Q4 		$1.67M Buy
+7,743
New +$1.81M 0.01% 441

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

Wealthfront Advisers's LPLA Position: Q2 2026 in Review

Wealthfront Advisers reduced its LPL Financial (LPLA) stake by 77% in Q2 2026, selling an estimated $2.22M and leaving 2,208 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Wealthfront Advisers first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Wealthfront Advisers held 2,208 shares of LPL Financial worth $622K as of Q2 2026.
  • Wealthfront Advisers sold 7,406 LPL Financial shares in Q2 2026, an estimated $2.22M.
  • LPL Financial made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #819 holding.
  • Wealthfront Advisers first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Wealthfront Advisers's LPL Financial position peaked at $2.89M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.