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Westside Investment Management’s LPL Financial LPLA Stock Holding History

Westside Investment Management’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 		$28.4K Hold
100
– – ﹤0.01% 806
2026
Q1 		$30.3K Hold
100
– – ﹤0.01% 734
2025
Q4 		$36K Hold
100
– – 0.01% 649
2025
Q3 		$33.5K Buy
+100
New +$36.2K 0.01% 685
2022
Q1 		– Sell
-12
Closed -$1 – 796
2021
Q4 		$1 Buy
+12
New +$1.98K ﹤0.01% 755

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
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westside Investment Management's LPLA Position: Q2 2026 in Review

Westside Investment Management held its LPL Financial (LPLA) position steady in Q2 2026 at 100 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Westside Investment Management first reported a position in LPLA in Q4 2021 and has held it in 5 quarters since. The position peaked at $36K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Westside Investment Management held 100 shares of LPL Financial worth $28.4K as of Q2 2026.
  • Westside Investment Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #806 holding.
  • Westside Investment Management first reported a position in LPL Financial in Q4 2021 and has held it in 5 quarters since.
  • Westside Investment Management's LPL Financial position peaked at $36K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.