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Wolff Wiese Magana’s LPL Financial LPLA Stock Holding History

Wolff Wiese Magana’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 		$10.4K Hold
37
– – ﹤0.01% 488
2026
Q1 		$11.1K Sell
37
-5
-12% -$1.68K 0.01% 446
2025
Q4 		$15K Hold
42
– – 0.01% 357
2025
Q3 		$14K Hold
42
– – 0.01% 384
2025
Q2 		$15.7K Hold
42
– – 0.01% 326
2025
Q1 		$13.7K Buy
42
+20
+91% +$6.96K 0.01% 351
2024
Q4 		$7.18K Hold
22
– – ﹤0.01% 481
2024
Q3 		$5.12K Buy
22
+7
+47% +$1.58K ﹤0.01% 575
2024
Q2 		$4.19K Hold
15
– – ﹤0.01% 445
2024
Q1 		$3.96K Hold
15
– – ﹤0.01% 420
2023
Q4 		$3.42K Hold
15
– – ﹤0.01% 421
2023
Q3 		$3.56K Hold
15
– – ﹤0.01% 477
2023
Q2 		$3.26K Hold
15
– – ﹤0.01% 494
2023
Q1 		$3.04K Hold
15
– – ﹤0.01% 482
2022
Q4 		$3.24K Sell
15
-140
-90% -$32.7K ﹤0.01% 453
2022
Q3 		$34K Buy
155
+1
+0.6% +$213 0.03% 299
2022
Q2 		$28K Sell
154
-3
-2% -$570 0.02% 342
2022
Q1 		$29K Sell
157
-1
-0.6% -$174 0.02% 352
2021
Q4 		$25K Sell
158
-3,368
-96% -$556K 0.02% 395
2021
Q3 		$553K Buy
3,526
+3,467
+5,876% +$498K 0.39% 67
2021
Q2 		$8K Buy
59
+32
+119% +$4.65K 0.01% 558
2021
Q1 		$4K Buy
+27
New +$3.44K ﹤0.01% 619

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

Wolff Wiese Magana's LPLA Position: Q2 2026 in Review

Wolff Wiese Magana held its LPL Financial (LPLA) position steady in Q2 2026 at 37 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Wolff Wiese Magana first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $553K in Q3 2021. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Wolff Wiese Magana held 37 shares of LPL Financial worth $10.4K as of Q2 2026.
  • Wolff Wiese Magana left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #488 holding.
  • Wolff Wiese Magana first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Wolff Wiese Magana's LPL Financial position peaked at $553K in Q3 2021.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.