Aberdeen Group
LPLA icon

Aberdeen Group’s LPL Financial LPLA Stock Holding History

Aberdeen Group’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 		$21.4M Sell
75,862
-22,582
-23% -$6.78M 0.03% 420
2026
Q1 		$29.6M Buy
98,444
+1,013
+1% +$340K 0.05% 309
2025
Q4 		$34.8M Buy
97,431
+4,737
+5% +$1.68M 0.05% 284
2025
Q3 		$30.8M Sell
92,694
-9,470
-9% -$3.43M 0.05% 304
2025
Q2 		$37.8M Sell
102,164
-35,855
-26% -$12.6M 0.06% 260
2025
Q1 		$45.4M Sell
138,019
-78,731
-36% -$27.4M 0.09% 206
2024
Q4 		$71M Sell
216,750
-36,618
-14% -$10.8M 0.13% 159
2024
Q3 		$59M Sell
253,368
-5,596
-2% -$1.26M 0.11% 192
2024
Q2 		$72.3M Sell
258,964
-16,477
-6% -$4.47M 0.14% 155
2024
Q1 		$72.8M Sell
275,441
-1,384
-0.5% -$349K 0.14% 164
2023
Q4 		$63M Sell
276,825
-501,939
-64% -$113M 0.14% 168
2023
Q3 		$185M Sell
778,764
-39,823
-5% -$9.25M 0.47% 49
2023
Q2 		$178M Buy
818,587
+53,226
+7% +$10.7M 0.41% 56
2023
Q1 		$155M Buy
765,361
+62,772
+9% +$14.3M 0.39% 57
2022
Q4 		$152M Buy
702,589
+15,475
+2% +$3.62M 0.41% 55
2022
Q3 		$150M Sell
687,114
-52,123
-7% -$11.1M 0.45% 47
2022
Q2 		$136M Sell
739,237
-28,253
-4% -$5.37M 0.43% 57
2022
Q1 		$140M Buy
767,490
+71,208
+10% +$12.4M 0.36% 70
2021
Q4 		$111M Buy
+696,282
New +$115M 0.24% 100

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
Jupiter Topco
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
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

Aberdeen Group's LPLA Position: Q2 2026 in Review

Aberdeen Group reduced its LPL Financial (LPLA) stake by 23% in Q2 2026, selling an estimated $6.78M and leaving 75,862 shares worth $21.4M. The position accounts for 0.03% of the portfolio, ranked #420.

Aberdeen Group first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $185M in Q3 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Aberdeen Group held 75,862 shares of LPL Financial worth $21.4M as of Q2 2026.
  • Aberdeen Group sold 22,582 LPL Financial shares in Q2 2026, an estimated $6.78M.
  • LPL Financial made up 0.03% of Aberdeen Group's portfolio in Q2 2026, its #420 holding.
  • Aberdeen Group first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Aberdeen Group's LPL Financial position peaked at $185M in Q3 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.