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WealthPoint Financial’s LPL Financial LPLA Stock Holding History

WealthPoint Financial’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 		$2.15M Buy
7,625
+1,265
+20% +$380K 1.57% 17
2026
Q1 		$1.91M Sell
6,360
-830
-12% -$278K 1.6% 19
2025
Q4 		$2.57M Buy
+7,190
New +$2.54M 2.23% 11

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

WealthPoint Financial's LPLA Position: Q2 2026 in Review

WealthPoint Financial increased its LPL Financial (LPLA) stake by 20% in Q2 2026, buying an estimated $380K and bringing the position to 7,625 shares worth $2.15M. The position accounts for 1.57% of the portfolio, ranked #17.

WealthPoint Financial first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.57M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • WealthPoint Financial held 7,625 shares of LPL Financial worth $2.15M as of Q2 2026.
  • WealthPoint Financial bought 1,265 LPL Financial shares in Q2 2026, an estimated $380K.
  • LPL Financial made up 1.57% of WealthPoint Financial's portfolio in Q2 2026, its #17 holding.
  • WealthPoint Financial first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • WealthPoint Financial's LPL Financial position peaked at $2.57M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.