WPC
LPLA icon

Wedmont Private Capital’s LPL Financial LPLA Stock Holding History

Wedmont Private Capital’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 		$493K Buy
1,554
+6
+0.4% +$1.8K 0.01% 557
2026
Q1 		$481K Sell
1,548
-77
-5% -$25.8K 0.02% 504
2025
Q4 		$584K Sell
1,625
-8
-0.5% -$2.83K 0.02% 415
2025
Q3 		$518K Buy
1,633
+8
+0.5% +$2.9K 0.02% 451
2025
Q2 		$619K Buy
1,625
+19
+1% +$6.66K 0.03% 371
2025
Q1 		$500K Buy
1,606
+28
+2% +$9.75K 0.03% 382
2024
Q4 		$521K Buy
1,578
+55
+4% +$16.3K 0.03% 363
2024
Q3 		$364K Sell
1,523
-400
-21% -$90.1K 0.02% 456
2024
Q2 		$507K Buy
1,923
+210
+12% +$57K 0.03% 339
2024
Q1 		$442K Buy
1,713
+25
+1% +$6.31K 0.03% 353
2023
Q4 		$401K Buy
1,688
+425
+34% +$95.5K 0.03% 361
2023
Q3 		$299K Buy
1,263
+93
+8% +$21.6K 0.03% 381
2023
Q2 		$258K Buy
+1,170
New +$234K 0.03% 420

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return