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Aigen Investment Management’s LPL Financial LPLA Stock Holding History

Aigen Investment Management’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 		$3.21M Buy
+11,395
New +$3.42M 0.88% 14
2024
Q4 		– Sell
-4,138
Closed -$963K – 883
2024
Q3 		$963K Buy
+4,138
New +$932K 0.19% 163
2024
Q1 		– Sell
-1,841
Closed -$419K – 873
2023
Q4 		$419K Buy
+1,841
New +$414K 0.07% 386
2023
Q1 		– Sell
-3,909
Closed -$845K – 733
2022
Q4 		$845K Buy
+3,909
New +$914K 0.12% 189
2020
Q3 		– Sell
-5,541
Closed -$434K – 1000
2020
Q2 		$434K Buy
5,541
+221
+4% +$14.8K 0.06% 509
2020
Q1 		$290K Buy
+5,320
New +$429K 0.04% 597

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

Aigen Investment Management's LPLA Position: Q2 2026 in Review

Aigen Investment Management opened a new position in LPL Financial (LPLA) in Q2 2026: 11,395 shares worth $3.21M. The stake represents 0.88% of the portfolio and ranks #14 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in LPLA as recently as Q3 2024.

Aigen Investment Management first reported a position in LPLA in Q1 2020 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Aigen Investment Management held 11,395 shares of LPL Financial worth $3.21M as of Q2 2026.
  • LPL Financial was a new Aigen Investment Management position in Q2 2026.
  • LPL Financial made up 0.88% of Aigen Investment Management's portfolio in Q2 2026, its #14 holding.
  • Aigen Investment Management first reported a position in LPL Financial in Q1 2020 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.