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Aquatic Capital Management’s LPL Financial LPLA Stock Holding History

Aquatic Capital 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 		$10.6M Buy
+37,707
New +$11.3M 0.36% 59
2026
Q1 		– Sell
-5,099
Closed -$1.82M – 1624
2025
Q4 		$1.82M Buy
5,099
+3,844
+306% +$1.36M 0.05% 399
2025
Q3 		$418K Buy
+1,255
New +$455K 0.01% 917
2024
Q3 		– Sell
-7,520
Closed -$2.1M – 1376
2024
Q2 		$2.1M Buy
+7,520
New +$2.04M 0.08% 255
2024
Q1 		– Sell
-44,400
Closed -$10.1M – 1456
2023
Q4 		$10.1M Buy
+44,400
New +$9.98M 0.26% 101
2023
Q2 		– Sell
-24,500
Closed -$4.96M – 1576
2023
Q1 		$4.96M Buy
+24,500
New +$5.6M 0.31% 92
2022
Q4 		– Sell
-24,100
Closed -$5.26M – 1617
2022
Q3 		$5.26M Buy
24,100
+22,800
+1,754% +$4.85M 0.51% 36
2022
Q2 		$240K Buy
+1,300
New +$247K 0.08% 294

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

Aquatic Capital Management's LPLA Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 37,707 shares worth $10.6M. The stake represents 0.36% of the portfolio and ranks #59 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in LPLA as recently as Q4 2025.

Aquatic Capital Management first reported a position in LPLA in Q2 2022 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Aquatic Capital Management held 37,707 shares of LPL Financial worth $10.6M as of Q2 2026.
  • LPL Financial was a new Aquatic Capital Management position in Q2 2026.
  • LPL Financial made up 0.36% of Aquatic Capital Management's portfolio in Q2 2026, its #59 holding.
  • Aquatic Capital Management first reported a position in LPL Financial in Q2 2022 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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