AC
LPLA icon

Allstate Corporation’s LPL Financial LPLA Stock Holding History

Allstate Corporation’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 		$1.08M Sell
3,840
-6,622
-63% -$1.99M 0.01% 720
2026
Q1 		$3.15M Buy
10,462
+4,487
+75% +$1.51M 0.03% 354
2025
Q4 		$2.13M Buy
5,975
+3,017
+102% +$1.07M 0.03% 346
2025
Q3 		$984K Buy
+2,958
New +$1.07M 0.02% 362
2025
Q2 		– Sell
-3,561
Closed -$1.16M – 401
2025
Q1 		$1.16M Buy
3,561
+1,357
+62% +$473K 0.03% 310
2024
Q4 		$720K Buy
+2,204
New +$652K 0.02% 387

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

Allstate Corporation's LPLA Position: Q2 2026 in Review

Allstate Corporation reduced its LPL Financial (LPLA) stake by 63% in Q2 2026, selling an estimated $1.99M and leaving 3,840 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #720.

Allstate Corporation first reported a position in LPLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Allstate Corporation held 3,840 shares of LPL Financial worth $1.08M as of Q2 2026.
  • Allstate Corporation sold 6,622 LPL Financial shares in Q2 2026, an estimated $1.99M.
  • LPL Financial made up 0.01% of Allstate Corporation's portfolio in Q2 2026, its #720 holding.
  • Allstate Corporation first reported a position in LPL Financial in Q4 2024 and has held it in 6 quarters since.
  • Allstate Corporation's LPL Financial position peaked at $3.15M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Allstate Corporation's 13F filing for Q2 2026, filed 13 Aug 2026.