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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WoodTrust Financial's LPLA Position: Q2 2026 in Review

WoodTrust Financial sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 702 shares — an estimated $211K sold.

WoodTrust Financial first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $263K in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

WoodTrust Financial reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
WoodTrust Financial sold 702 LPL Financial shares in Q2 2026, an estimated $211K.
WoodTrust Financial first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
WoodTrust Financial's LPL Financial position peaked at $263K in Q2 2025.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.