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Arizona State Retirement System’s LPL Financial LPLA Stock Holding History

Arizona State Retirement System’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 		$6.48M Buy
22,991
+1,243
+6% +$373K 0.03% 401
2026
Q1 		$6.54M Sell
21,748
-215
-1% -$72.1K 0.04% 361
2025
Q4 		$7.84M Sell
21,963
-1,576
-7% -$557K 0.04% 319
2025
Q3 		$7.83M Buy
23,539
+192
+0.8% +$69.6K 0.04% 331
2025
Q2 		$8.75M Buy
23,347
+1,720
+8% +$603K 0.05% 304
2025
Q1 		$7.08M Sell
21,627
-63
-0.3% -$21.9K 0.05% 337
2024
Q4 		$7.08M Buy
21,690
+286
+1% +$84.6K 0.04% 340
2024
Q3 		$4.98M Buy
21,404
+951
+5% +$214K 0.03% 436
2024
Q2 		$5.71M Sell
20,453
-346
-2% -$93.9K 0.04% 360
2024
Q1 		$5.5M Sell
20,799
-2
-0% -$505 0.04% 382
2023
Q4 		$4.73M Sell
20,801
-389
-2% -$87.4K 0.04% 408
2023
Q3 		$5.04M Sell
21,190
-268
-1% -$62.2K 0.04% 356
2023
Q2 		$4.67M Sell
21,458
-1,684
-7% -$337K 0.04% 389
2023
Q1 		$4.68M Buy
23,142
+563
+2% +$129K 0.04% 396
2022
Q4 		$4.88M Buy
22,579
+623
+3% +$146K 0.05% 374
2022
Q3 		$4.8M Sell
21,956
-387
-2% -$82.3K 0.05% 352
2022
Q2 		$4.12M Buy
22,343
+678
+3% +$129K 0.04% 403
2022
Q1 		$3.96M Buy
21,665
+67
+0.3% +$11.7K 0.03% 484
2021
Q4 		$3.46M Sell
21,598
-178
-0.8% -$29.4K 0.03% 528
2021
Q3 		$3.41M Buy
21,776
+117
+0.5% +$16.8K 0.03% 523
2021
Q2 		$2.92M Sell
21,659
-1,422
-6% -$207K 0.02% 579
2021
Q1 		$3.28M Buy
23,081
+145
+0.6% +$18.5K 0.03% 536
2020
Q4 		$2.39M Sell
22,936
-860
-4% -$77.3K 0.02% 609
2020
Q3 		$1.82M Buy
23,796
+5,825
+32% +$463K 0.02% 660
2020
Q2 		$1.41M Sell
17,971
-1,005
-5% -$67.2K 0.02% 620
2020
Q1 		$1.03M Buy
+18,976
New +$1.53M 0.02% 664

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

Arizona State Retirement System's LPLA Position: Q2 2026 in Review

Arizona State Retirement System increased its LPL Financial (LPLA) stake by 5.7% in Q2 2026, buying an estimated $373K and bringing the position to 22,991 shares worth $6.48M. The position accounts for 0.03% of the portfolio, ranked #401.

Arizona State Retirement System first reported a position in LPLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.75M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Arizona State Retirement System held 22,991 shares of LPL Financial worth $6.48M as of Q2 2026.
  • Arizona State Retirement System bought 1,243 LPL Financial shares in Q2 2026, an estimated $373K.
  • LPL Financial made up 0.03% of Arizona State Retirement System's portfolio in Q2 2026, its #401 holding.
  • Arizona State Retirement System first reported a position in LPL Financial in Q1 2020 and has held it in 26 quarters since.
  • Arizona State Retirement System's LPL Financial position peaked at $8.75M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.