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West Paces Advisors’s LPL Financial LPLA Stock Holding History

West Paces Advisors’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 		$2.82K Buy
+10
New +$3K ﹤0.01% 532

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 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

West Paces Advisors's LPLA Position: Q2 2026 in Review

West Paces Advisors opened a new position in LPL Financial (LPLA) in Q2 2026: 10 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #532 among its holdings.

160 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • West Paces Advisors held 10 shares of LPL Financial worth $2.82K as of Q2 2026.
  • LPL Financial was a new West Paces Advisors position in Q2 2026.
  • LPL Financial made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #532 holding.
  • 160 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.