WP Advisors’s LPL Financial LPLA Stock Holding History

WP Advisors’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	$340K	Buy	+1,206	New	+$362K	0.08%	89
2026 Q1	–	Sell	-585	Closed	-$209K	–	118
2025 Q4	$209K	Sell	585 -57	-9%	-$20.2K	0.05%	113
2025 Q3	$214K	Hold	642	–	–	0.05%	118
2025 Q2	$241K	Sell	642 -39	-6%	-$13.7K	0.07%	108
2025 Q1	$223K	Buy	+681	New	+$237K	0.07%	105

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 $3.38T AUM 44.17% 1-Year Est. Return

WP Advisors's LPLA Position: Q2 2026 in Review

WP Advisors opened a new position in LPL Financial (LPLA) in Q2 2026: 1,206 shares worth $340K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings. This is a return to the name: WP Advisors previously reported a position in LPLA as recently as Q4 2025.

WP Advisors first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

WP Advisors held 1,206 shares of LPL Financial worth $340K as of Q2 2026.
LPL Financial was a new WP Advisors position in Q2 2026.
LPL Financial made up 0.08% of WP Advisors's portfolio in Q2 2026, its #89 holding.
WP Advisors first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.