American Century Companies’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$79.6M Sell
282,638
-205,151
-42% -$61.6M 0.04% 623
2026
Q1
$147M Buy
487,789
+32,028
+7% +$10.7M 0.08% 281
2025
Q4
$163M Buy
455,761
+28,127
+7% +$9.95M 0.08% 234
2025
Q3
$142M Sell
427,634
-169,437
-28% -$61.4M 0.07% 265
2025
Q2
$224M Buy
597,071
+8,271
+1% +$2.9M 0.12% 154
2025
Q1
$193M Buy
588,800
+99,220
+20% +$34.5M 0.12% 159
2024
Q4
$160M Buy
489,580
+15,554
+3% +$4.6M 0.09% 199
2024
Q3
$110M Sell
474,026
-3,185
-0.7% -$718K 0.06% 309
2024
Q2
$133M Buy
477,211
+164,586
+53% +$44.7M 0.08% 238
2024
Q1
$82.6M Buy
312,625
+1,935
+0.6% +$488K 0.05% 381
2023
Q4
$70.7M Sell
310,690
-257,166
-45% -$57.8M 0.05% 396
2023
Q3
$135M Buy
567,856
+35,088
+7% +$8.15M 0.1% 219
2023
Q2
$116M Buy
532,768
+119,491
+29% +$23.9M 0.09% 258
2023
Q1
$83.6M Sell
413,277
-38,529
-9% -$8.81M 0.07% 309
2022
Q4
$97.7M Sell
451,806
-46,109
-9% -$10.8M 0.08% 271
2022
Q3
$109M Sell
497,915
-318,775
-39% -$67.8M 0.1% 239
2022
Q2
$151M Sell
816,690
-77,157
-9% -$14.7M 0.12% 190
2022
Q1
$163M Sell
893,847
-340,429
-28% -$59.3M 0.11% 206
2021
Q4
$198M Buy
1,234,276
+181,478
+17% +$30M 0.13% 183
2021
Q3
$165M Sell
1,052,798
-10,862
-1% -$1.56M 0.11% 186
2021
Q2
$144M Buy
1,063,660
+303,276
+40% +$44.1M 0.1% 226
2021
Q1
$108M Sell
760,384
-954
-0.1% -$122K 0.08% 278
2020
Q4
$79.3M Sell
761,338
-296,033
-28% -$26.6M 0.06% 297
2020
Q3
$81.1M Buy
1,057,371
+53,716
+5% +$4.27M 0.07% 276
2020
Q2
$78.7M Sell
1,003,655
-1,094,036
-52% -$73.1M 0.07% 266
2020
Q1
$114M Buy
2,097,691
+520,078
+33% +$41.9M 0.14% 194
2019
Q4
$146M Sell
1,577,613
-15,849
-1% -$1.36M 0.14% 188
2019
Q3
$131M Sell
1,593,462
-526,346
-25% -$42.1M 0.13% 206
2019
Q2
$173M Buy
2,119,808
+306,900
+17% +$24.3M 0.17% 169
2019
Q1
$126M Buy
1,812,908
+316,341
+21% +$22.8M 0.13% 214
2018
Q4
$91.4M Buy
1,496,567
+753,956
+102% +$46M 0.1% 249
2018
Q3
$47.9M Buy
+742,611
New +$49.2M 0.05% 354
2016
Q1
Sell
-1,773,857
Closed -$75.7M 1345
2015
Q4
$75.7M Sell
1,773,857
-672,741
-27% -$28.7M 0.09% 291
2015
Q3
$97.3M Buy
2,446,598
+245,300
+11% +$10.6M 0.12% 229
2015
Q2
$102M Sell
2,201,298
-714,187
-24% -$30.9M 0.12% 241
2015
Q1
$128M Buy
2,915,485
+400,813
+16% +$17.7M 0.14% 204
2014
Q4
$112M Buy
2,514,672
+636,776
+34% +$27.4M 0.13% 226
2014
Q3
$86.5M Buy
1,877,896
+598,944
+47% +$28.9M 0.1% 254
2014
Q2
$63.6M Buy
+1,278,952
New +$62M 0.07% 322
2014
Q1
Sell
-1,646,087
Closed -$77.4M 1478
2013
Q4
$77.4M Sell
1,646,087
-268,974
-14% -$11.3M 0.09% 274
2013
Q3
$73.4M Buy
+1,915,061
New +$73.2M 0.09% 274

Other funds holding LPLA

American Century Companies's LPLA Position: Q2 2026 in Review

American Century Companies reduced its LPL Financial (LPLA) stake by 42% in Q2 2026, selling an estimated $61.6M and leaving 282,638 shares worth $79.6M. The position accounts for 0.04% of the portfolio, ranked #623.

American Century Companies first reported a position in LPLA in Q3 2013 and has held it in 41 quarters since. The position peaked at $224M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • American Century Companies held 282,638 shares of LPL Financial worth $79.6M as of Q2 2026.
  • American Century Companies sold 205,151 LPL Financial shares in Q2 2026, an estimated $61.6M.
  • LPL Financial made up 0.04% of American Century Companies's portfolio in Q2 2026, its #623 holding.
  • American Century Companies first reported a position in LPL Financial in Q3 2013 and has held it in 41 quarters since.
  • American Century Companies's LPL Financial position peaked at $224M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on American Century Companies's 13F filing for Q2 2026, filed 12 Aug 2026.