Wedbush Securities’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Buy
+902
New +$271K 0.01% 1060
2026
Q1
Sell
-562
Closed -$201K 1267
2025
Q4
$201K Buy
+562
New +$199K 0.01% 1116
2024
Q3
Sell
-773
Closed -$216K 1194
2024
Q2
$216K Buy
+773
New +$210K 0.01% 1035

Other funds holding LPLA

Wedbush Securities's LPLA Position: Q2 2026 in Review

Wedbush Securities opened a new position in LPL Financial (LPLA) in Q2 2026: 902 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #1060 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in LPLA as recently as Q4 2025.

Wedbush Securities first reported a position in LPLA in Q2 2024 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Wedbush Securities held 902 shares of LPL Financial worth $254K as of Q2 2026.
  • LPL Financial was a new Wedbush Securities position in Q2 2026.
  • LPL Financial made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1060 holding.
  • Wedbush Securities first reported a position in LPL Financial in Q2 2024 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.