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Wealthspire Advisors (New York)’s LPL Financial LPLA Stock Holding History

Wealthspire Advisors (New York)’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
-822
Closed -$294K – 1033
2025
Q4 		$294K Buy
822
+345
+72% +$122K ﹤0.01% 805
2025
Q3 		$159K Sell
477
-308
-39% -$112K ﹤0.01% 873
2025
Q2 		$294K Sell
785
-6
-0.8% -$2.1K ﹤0.01% 672
2025
Q1 		$259K Buy
+791
New +$275K ﹤0.01% 677

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

Wealthspire Advisors (New York)'s LPLA Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 822 shares — an estimated $294K sold.

Wealthspire Advisors (New York) first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $294K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 822 LPL Financial shares in Q1 2026, an estimated $294K.
  • Wealthspire Advisors (New York) first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s LPL Financial position peaked at $294K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.