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Argent Capital Management’s LPL Financial LPLA Stock Holding History

Argent 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 		$4.49M Sell
15,938
-12,917
-45% -$3.88M 0.14% 68
2026
Q1 		$8.68M Buy
28,855
+9,728
+51% +$3.26M 0.27% 62
2025
Q4 		$6.83M Sell
19,127
-124
-0.6% -$43.9K 0.19% 59
2025
Q3 		$6.4M Buy
19,251
+22
+0.1% +$7.97K 0.17% 60
2025
Q2 		$7.21M Sell
19,229
-17
-0.1% -$5.96K 0.21% 58
2025
Q1 		$6.3M Buy
19,246
+99
+0.5% +$34.5K 0.19% 61
2024
Q4 		$6.25M Buy
19,147
+3,682
+24% +$1.09M 0.18% 59
2024
Q3 		$3.6M Buy
15,465
+300
+2% +$67.6K 0.1% 70
2024
Q2 		$4.24M Buy
15,165
+11,915
+367% +$3.23M 0.12% 65
2024
Q1 		$859K Hold
3,250
– – 0.03% 96
2023
Q4 		$740K Hold
3,250
– – 0.02% 103
2023
Q3 		$772K Hold
3,250
– – 0.03% 100
2023
Q2 		$707K Sell
3,250
-1,036
-24% -$207K 0.02% 106
2023
Q1 		$867K Sell
4,286
-373,127
-99% -$85.3M 0.03% 104
2022
Q4 		$81.6M Sell
377,413
-15,808
-4% -$3.7M 2.94% 11
2022
Q3 		$85.9M Sell
393,221
-195,773
-33% -$41.6M 3.37% 6
2022
Q2 		$109M Sell
588,994
-12,512
-2% -$2.38M 4.12% 1
2022
Q1 		$110M Sell
601,506
-6,963
-1% -$1.21M 3.46% 6
2021
Q4 		$97.4M Sell
608,469
-1,831
-0.3% -$302K 2.82% 10
2021
Q3 		$95.7M Sell
610,300
-5,847
-0.9% -$840K 3.03% 9
2021
Q2 		$83.2M Sell
616,147
-9,780
-2% -$1.42M 2.6% 11
2021
Q1 		$89M Sell
625,927
-15,994
-2% -$2.04M 2.95% 9
2020
Q4 		$66.9M Buy
641,921
+186,650
+41% +$16.8M 2.38% 14
2020
Q3 		$34.9M Buy
455,271
+436,245
+2,293% +$34.6M 1.33% 26
2020
Q2 		$1.49M Buy
19,026
+3,500
+23% +$234K 0.06% 89
2020
Q1 		$845K Buy
15,526
+521
+3% +$42K 0.04% 139
2019
Q4 		$1.38M Buy
15,005
+465
+3% +$39.9K 0.05% 132
2019
Q3 		$1.19M Buy
14,540
+3,046
+27% +$244K 0.04% 135
2019
Q2 		$938K Buy
+11,494
New +$909K 0.04% 157

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

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

Argent Capital Management reduced its LPL Financial (LPLA) stake by 45% in Q2 2026, selling an estimated $3.88M and leaving 15,938 shares worth $4.49M. The position accounts for 0.14% of the portfolio, ranked #68.

Argent Capital Management first reported a position in LPLA in Q2 2019 and has held it in 29 quarters since. The position peaked at $110M in Q1 2022. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Argent Capital Management held 15,938 shares of LPL Financial worth $4.49M as of Q2 2026.
  • Argent Capital Management sold 12,917 LPL Financial shares in Q2 2026, an estimated $3.88M.
  • LPL Financial made up 0.14% of Argent Capital Management's portfolio in Q2 2026, its #68 holding.
  • Argent Capital Management first reported a position in LPL Financial in Q2 2019 and has held it in 29 quarters since.
  • Argent Capital Management's LPL Financial position peaked at $110M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Argent Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.