111 Capital’s LPL Financial LPLA Stock Holding History

111 Capital’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	$373K	Buy	+1,324	New	+$397K	0.06%	290
2025 Q1	–	Sell	-1,096	Closed	-$358K	–	548
2024 Q4	$358K	Buy	+1,096	New	+$324K	0.08%	268

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

111 Capital's LPLA Position: Q2 2026 in Review

111 Capital opened a new position in LPL Financial (LPLA) in Q2 2026: 1,324 shares worth $373K. The stake represents 0.06% of the portfolio and ranks #290 among its holdings. This is a return to the name: 111 Capital previously reported a position in LPLA as recently as Q4 2024.

111 Capital first reported a position in LPLA in Q4 2024 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

111 Capital held 1,324 shares of LPL Financial worth $373K as of Q2 2026.
LPL Financial was a new 111 Capital position in Q2 2026.
LPL Financial made up 0.06% of 111 Capital's portfolio in Q2 2026, its #290 holding.
111 Capital first reported a position in LPL Financial in Q4 2024 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.