WF
LPLA icon

WoodTrust Financial’s LPL Financial LPLA Stock Holding History

WoodTrust Financial’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 		$215K Buy
+702
New +$239K 0.03% 175
2026
Q2 		– Sell
-702
Closed -$211K – 188
2026
Q1 		$211K Hold
702
– – 0.03% 167
2025
Q4 		$251K Hold
702
– – 0.03% 166
2025
Q3 		$234K Hold
702
– – 0.03% 173
2025
Q2 		$263K Hold
702
– – 0.03% 134
2025
Q1 		$230K Hold
702
– – 0.03% 154
2024
Q4 		$229K Buy
+702
New +$208K 0.03% 164

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

WoodTrust Financial's LPLA Position: Q3 2026 in Review

WoodTrust Financial opened a new position in LPL Financial (LPLA) in Q3 2026: 702 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in LPLA as recently as Q1 2026.

WoodTrust Financial first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q2 2025. 26 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • WoodTrust Financial held 702 shares of LPL Financial worth $215K as of Q3 2026.
  • LPL Financial was a new WoodTrust Financial position in Q3 2026.
  • LPL Financial made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #175 holding.
  • WoodTrust Financial first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • WoodTrust Financial's LPL Financial position peaked at $263K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.