Baird Financial Group
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Baird Financial Group’s LPL Financial LPLA Stock Holding History

Baird Financial Group’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 		$1.91M Sell
6,767
-453
-6% -$136K ﹤0.01% 1119
2026
Q1 		$2.17M Buy
7,220
+519
+8% +$174K ﹤0.01% 1015
2025
Q4 		$2.39M Buy
6,701
+422
+7% +$149K ﹤0.01% 987
2025
Q3 		$2.09M Buy
6,279
+220
+4% +$79.7K ﹤0.01% 1034
2025
Q2 		$2.27M Buy
6,059
+49
+0.8% +$17.2K ﹤0.01% 976
2025
Q1 		$1.97M Sell
6,010
-2,428
-29% -$845K ﹤0.01% 969
2024
Q4 		$2.76M Buy
8,438
+693
+9% +$205K 0.01% 878
2024
Q3 		$1.8M Buy
+7,745
New +$1.75M ﹤0.01% 993
2023
Q4 		– Sell
-3,459
Closed -$822K – 1766
2023
Q3 		$822K Buy
3,459
+18
+0.5% +$4.18K ﹤0.01% 1173
2023
Q2 		$748K Sell
3,441
-146
-4% -$29.2K ﹤0.01% 1209
2023
Q1 		$726K Sell
3,587
-432
-11% -$98.8K ﹤0.01% 1196
2022
Q4 		$868K Sell
4,019
-677
-14% -$158K ﹤0.01% 1104
2022
Q3 		$1.03M Buy
4,696
+115
+3% +$24.5K ﹤0.01% 1048
2022
Q2 		$845K Sell
4,581
-61
-1% -$11.6K ﹤0.01% 1152
2022
Q1 		$848K Buy
4,642
+20
+0.4% +$3.48K ﹤0.01% 1220
2021
Q4 		$740K Sell
4,622
-12,036
-72% -$1.99M ﹤0.01% 1316
2021
Q3 		$2.61M Buy
16,658
+14,565
+696% +$2.09M 0.01% 833
2021
Q2 		$283K Sell
2,093
-75
-3% -$10.9K ﹤0.01% 1589
2021
Q1 		$308K Buy
2,168
+36
+2% +$4.59K ﹤0.01% 1510
2020
Q4 		$222K Buy
+2,132
New +$192K ﹤0.01% 1476

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

Baird Financial Group's LPLA Position: Q2 2026 in Review

Baird Financial Group reduced its LPL Financial (LPLA) stake by 6.3% in Q2 2026, selling an estimated $136K and leaving 6,767 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Baird Financial Group first reported a position in LPLA in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.76M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Baird Financial Group held 6,767 shares of LPL Financial worth $1.91M as of Q2 2026.
  • Baird Financial Group sold 453 LPL Financial shares in Q2 2026, an estimated $136K.
  • LPL Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1119 holding.
  • Baird Financial Group first reported a position in LPL Financial in Q4 2020 and has held it in 20 quarters since.
  • Baird Financial Group's LPL Financial position peaked at $2.76M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.