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Hamilton Capital Partners (Canada)’s LPL Financial LPLA Stock Holding History

Hamilton Capital Partners (Canada)’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 		$453K Sell
1,608
-572
-26% -$172K 0.01% 161
2026
Q1 		$656K Buy
2,180
+347
+19% +$116K 0.02% 152
2025
Q4 		$655K Buy
1,833
+169
+10% +$59.8K 0.02% 140
2025
Q3 		$554K Buy
1,664
+30
+2% +$10.9K 0.02% 150
2025
Q2 		$613K Hold
1,634
– – 0.03% 121
2025
Q1 		$535K Sell
1,634
-46
-3% -$16K 0.03% 119
2024
Q4 		$549K Sell
1,680
-873
-34% -$258K 0.04% 119
2024
Q3 		$594K Buy
2,553
+580
+29% +$131K 0.05% 111
2024
Q2 		$551K Sell
1,973
-310
-14% -$84.1K 0.06% 100
2024
Q1 		$603K Sell
2,283
-390
-15% -$98.4K 0.07% 97
2023
Q4 		$608K Buy
2,673
+436
+19% +$98K 0.12% 59
2023
Q3 		$532K Buy
2,237
+47
+2% +$10.9K 0.19% 30
2023
Q2 		$476K Hold
2,190
– – 0.17% 22
2023
Q1 		$443K Sell
2,190
-2,558
-54% -$585K 0.16% 33
2022
Q4 		$1.03M Buy
+4,748
New +$1.11M 0.44% 14

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BlackRock
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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

Hamilton Capital Partners (Canada)'s LPLA Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its LPL Financial (LPLA) stake by 26% in Q2 2026, selling an estimated $172K and leaving 1,608 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #161.

Hamilton Capital Partners (Canada) first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2022. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 1,608 shares of LPL Financial worth $453K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 572 LPL Financial shares in Q2 2026, an estimated $172K.
  • LPL Financial made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #161 holding.
  • Hamilton Capital Partners (Canada) first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Hamilton Capital Partners (Canada)'s LPL Financial position peaked at $1.03M in Q4 2022.
  • 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.