Azora Capital LP’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 | $148M | Buy |
525,867
+98,529
| +23% | +$29.6M | 6.24% | 4 |
|
|
2026
Q1 | $129M | Sell |
427,338
-20,851
| -5% | -$7M | 8.45% | 1 |
|
|
2025
Q4 | $160M | Buy |
448,189
+94,833
| +27% | +$33.5M | 10.08% | 1 |
|
|
2025
Q3 | $118M | Sell |
353,356
-118,996
| -25% | -$43.1M | 5.45% | 2 |
|
|
2025
Q2 | $177M | Buy |
472,352
+29,918
| +7% | +$10.5M | 8.01% | 1 |
|
|
2025
Q1 | $145M | Buy |
442,434
+26,249
| +6% | +$9.14M | 9.82% | 1 |
|
|
2024
Q4 | $136M | Sell |
416,185
-227,359
| -35% | -$67.2M | 6.1% | 2 |
|
|
2024
Q3 | $150M | Buy |
643,544
+220,622
| +52% | +$49.7M | 8.07% | 1 |
|
|
2024
Q2 | $118M | Buy |
422,922
+6,366
| +2% | +$1.73M | 5.44% | 4 |
|
|
2024
Q1 | $110M | Buy |
416,556
+89,760
| +27% | +$22.7M | 7.97% | 1 |
|
|
2023
Q4 | $74.4M | Buy |
326,796
+3,648
| +1% | +$820K | 6.39% | 2 |
|
|
2023
Q3 | $76.8M | Buy |
323,148
+96,730
| +43% | +$22.5M | 8.2% | 1 |
|
|
2023
Q2 | $49.2M | Sell |
226,418
-55,471
| -20% | -$11.1M | 8.91% | 1 |
|
|
2023
Q1 | $57.1M | Buy |
281,889
+22,584
| +9% | +$5.16M | 8.31% | 1 |
|
|
2022
Q4 | $56.1M | Buy |
259,305
+31,566
| +14% | +$7.38M | 8.47% | 3 |
|
|
2022
Q3 | $50.9M | Sell |
227,739
-21,179
| -9% | -$4.5M | 7.56% | 2 |
|
|
2022
Q2 | $45.9M | Buy |
248,918
+35,617
| +17% | +$6.76M | 11.25% | 1 |
|
|
2022
Q1 | $39M | Buy |
213,301
+148,677
| +230% | +$25.9M | 6.5% | 2 |
|
|
2021
Q4 | $10.3M | Buy |
64,624
+3,967
| +7% | +$655K | 1.62% | 27 |
|
|
2021
Q3 | $9.51M | Sell |
60,657
-76,508
| -56% | -$11M | 1.13% | 29 |
|
|
2021
Q2 | $18.5M | Sell |
137,165
-223,294
| -62% | -$32.5M | 2.88% | 15 |
|
|
2021
Q1 | $51.2M | Sell |
360,459
-324,639
| -47% | -$41.4M | 6.43% | 3 |
|
|
2020
Q4 | $71.4M | Buy |
+685,098
| New | +$61.6M | 6.47% | 3 |
|
|
2020
Q3 | – | Sell |
-71,927
| Closed | -$5.64M | – | 56 |
|
|
2020
Q2 | $5.64M | Sell |
71,927
-39,761
| -36% | -$2.66M | 0.92% | 27 |
|
|
2020
Q1 | $6.08M | Sell |
111,688
-357,094
| -76% | -$28.8M | 2.35% | 15 |
|
|
2019
Q4 | $43.2M | Buy |
468,782
+327,579
| +232% | +$28.1M | 6.14% | 5 |
|
|
2019
Q3 | $11.6M | Sell |
141,203
-503,015
| -78% | -$40.3M | 2.56% | 14 |
|
|
2019
Q2 | $52.5M | Buy |
644,218
+214,284
| +50% | +$17M | 7.2% | 2 |
|
|
2019
Q1 | $29.9M | Sell |
429,934
-503,819
| -54% | -$36.3M | 4.9% | 10 |
|
|
2018
Q4 | $57M | Buy |
933,753
+331,864
| +55% | +$20.2M | 9.1% | 1 |
|
|
2018
Q3 | $38.8M | Sell |
601,889
-76,787
| -11% | -$5.09M | 4.97% | 8 |
|
|
2018
Q2 | $44.5M | Buy |
678,676
+48,285
| +8% | +$3.17M | 7.02% | 6 |
|
|
2018
Q1 | $38.5M | Buy |
630,391
+145,974
| +30% | +$9.05M | 10.68% | 1 |
|
|
2017
Q4 | $27.7M | Buy |
+484,417
| New | +$25.5M | 8.03% | 2 |
|
Other funds holding LPLA
JT
SC
Azora Capital LP's LPLA Position: Q2 2026 in Review
Azora Capital LP increased its LPL Financial (LPLA) stake by 23% in Q2 2026, buying an estimated $29.6M and bringing the position to 525,867 shares worth $148M. The position accounts for 6.24% of the portfolio, ranked #4.
Azora Capital LP first reported a position in LPLA in Q4 2017 and has held it in 34 quarters since. The position peaked at $177M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Azora Capital LP held 525,867 shares of LPL Financial worth $148M as of Q2 2026.
- Azora Capital LP bought 98,529 LPL Financial shares in Q2 2026, an estimated $29.6M.
- LPL Financial made up 6.24% of Azora Capital LP's portfolio in Q2 2026, its #4 holding.
- Azora Capital LP first reported a position in LPL Financial in Q4 2017 and has held it in 34 quarters since.
- Azora Capital LP's LPL Financial position peaked at $177M in Q2 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.