1015 Capital Partners’s LPL Financial LPLA Stock Holding History

1015 Capital Partners’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	$845	Sell	3 -2	-40%	-$600	﹤0.01%	484
2026 Q1	$1.5K	Buy	5 +1	+25%	+$336	﹤0.01%	354
2025 Q4	$1.43K	Buy	+4	New	+$1.42K	﹤0.01%	363

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

1015 Capital Partners's LPLA Position: Q2 2026 in Review

1015 Capital Partners reduced its LPL Financial (LPLA) stake by 40% in Q2 2026, selling an estimated $600 and leaving 3 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #484.

1015 Capital Partners first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5K in Q1 2026. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

1015 Capital Partners held 3 shares of LPL Financial worth $845 as of Q2 2026.
1015 Capital Partners sold 2 LPL Financial shares in Q2 2026, an estimated $600.
LPL Financial made up ﹤0.01% of 1015 Capital Partners's portfolio in Q2 2026, its #484 holding.
1015 Capital Partners first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
1015 Capital Partners's LPL Financial position peaked at $1.5K in Q1 2026.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.