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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
Q3 		$761K Buy
2,320
+766
+49% +$260K 0.02% 464
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital's LPLA Position: Q3 2026 in Review

Wedmont Private Capital increased its LPL Financial (LPLA) stake by 49% in Q3 2026, buying an estimated $260K and bringing the position to 2,320 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #464.

Wedmont Private Capital first reported a position in LPLA in Q2 2023 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Wedmont Private Capital held 2,320 shares of LPL Financial worth $761K as of Q3 2026.
  • Wedmont Private Capital bought 766 LPL Financial shares in Q3 2026, an estimated $260K.
  • LPL Financial made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #464 holding.
  • Wedmont Private Capital first reported a position in LPL Financial in Q2 2023 and has held it in 14 quarters since.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.