WAG
LPLA icon

Wilkerson Advisory Group’s LPL Financial LPLA Stock Holding History

Wilkerson Advisory Group’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 		$8.45K Sell
30
-12
-29% -$3.6K ﹤0.01% 447
2026
Q1 		$12.6K Sell
42
-850
-95% -$285K ﹤0.01% 365
2025
Q4 		$319K Buy
+892
New +$315K 0.11% 83

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

Wilkerson Advisory Group's LPLA Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $3.6K and leaving 30 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Wilkerson Advisory Group first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Wilkerson Advisory Group held 30 shares of LPL Financial worth $8.45K as of Q2 2026.
  • Wilkerson Advisory Group sold 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
  • LPL Financial made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #447 holding.
  • Wilkerson Advisory Group first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's LPL Financial position peaked at $319K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.