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WealthPLAN Partners’s LPL Financial LPLA Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-579
Closed -$207K – 245
2025
Q4 		$207K Buy
+579
New +$205K 0.03% 265
2025
Q3 		– Sell
-578
Closed -$217K – 259
2025
Q2 		$217K Buy
+578
New +$203K 0.03% 247
2023
Q3 		– Sell
-573
Closed -$124K – 772
2023
Q2 		$124K Buy
573
+1
+0.2% +$200 0.02% 362
2023
Q1 		$116K Buy
+572
New +$131K 0.01% 393
2016
Q3 		$20K Sell
666
-295
-31% -$7.98K 0.01% 484
2016
Q2 		$14.9K Buy
+961
New +$24.1K ﹤0.01% 1561
2015
Q4 		$6.01K Buy
+740
New +$31.5K ﹤0.01% 1298
2015
Q2 		$14K Buy
300
+163
+119% +$7.05K 0.01% 287
2015
Q1 		$6K Buy
+137
New +$6.05K ﹤0.01% 414

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

WealthPLAN Partners's LPLA Position: Q1 2026 in Review

WealthPLAN Partners sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 579 shares — an estimated $207K sold.

WealthPLAN Partners first reported a position in LPLA in Q1 2015 and held it in 9 quarters. The position peaked at $217K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • WealthPLAN Partners reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 579 LPL Financial shares in Q1 2026, an estimated $207K.
  • WealthPLAN Partners first reported a position in LPL Financial in Q1 2015 and held it in 9 quarters.
  • WealthPLAN Partners's LPL Financial position peaked at $217K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.