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WPG Advisers’s LPL Financial LPLA Stock Holding History

WPG Advisers’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 		$135K Buy
480
+3
+0.6% +$900 0.08% 149
2026
Q1 		$143K Sell
477
-4
-0.8% -$1.34K 0.11% 110
2025
Q4 		$172K Sell
481
-2
-0.4% -$707 0.13% 102
2025
Q3 		$161K Sell
483
-3
-0.6% -$1.09K 0.12% 109
2025
Q2 		$182K Sell
486
-24
-5% -$8.41K 0.15% 93
2025
Q1 		$167K Sell
510
-47
-8% -$16.4K 0.16% 99
2024
Q4 		$182K Buy
+557
New +$165K 0.17% 108

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WPG Advisers's LPLA Position: Q2 2026 in Review

WPG Advisers increased its LPL Financial (LPLA) stake by 0.63% in Q2 2026, buying an estimated $900 and bringing the position to 480 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #149.

WPG Advisers first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q2 2025. 372 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • WPG Advisers held 480 shares of LPL Financial worth $135K as of Q2 2026.
  • WPG Advisers bought 3 LPL Financial shares in Q2 2026, an estimated $900.
  • LPL Financial made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #149 holding.
  • WPG Advisers first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's LPL Financial position peaked at $182K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.