2
LPLA icon

2Xideas’s LPL Financial LPLA Stock Holding History

2Xideas’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 		$711K Sell
2,524
-8,629
-77% -$2.59M 0.31% 43
2026
Q1 		$3.36M Buy
11,153
+116
+1% +$38.9K 1.31% 21
2025
Q4 		$3.94M Sell
11,037
-8,034
-42% -$2.84M 1.1% 30
2025
Q3 		$6.34M Sell
19,071
-368
-2% -$133K 1.34% 22
2025
Q2 		$7.29M Sell
19,439
-9,175
-32% -$3.21M 1.26% 26
2025
Q1 		$9.36M Sell
28,614
-16,457
-37% -$5.73M 1.42% 23
2024
Q4 		$14.7M Buy
45,071
+17,563
+64% +$5.19M 1.97% 14
2024
Q3 		$6.4M Sell
27,508
-12,673
-32% -$2.86M 0.86% 55
2024
Q2 		$11.2M Buy
+40,181
New +$10.9M 1.4% 28

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

2Xideas's LPLA Position: Q2 2026 in Review

2Xideas reduced its LPL Financial (LPLA) stake by 77% in Q2 2026, selling an estimated $2.59M and leaving 2,524 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #43.

2Xideas first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.7M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • 2Xideas held 2,524 shares of LPL Financial worth $711K as of Q2 2026.
  • 2Xideas sold 8,629 LPL Financial shares in Q2 2026, an estimated $2.59M.
  • LPL Financial made up 0.31% of 2Xideas's portfolio in Q2 2026, its #43 holding.
  • 2Xideas first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
  • 2Xideas's LPL Financial position peaked at $14.7M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on 2Xideas's 13F filing for Q2 2026, filed 14 Aug 2026.