Barclays’s LPL Financial LPLA Stock Holding History

Barclays’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
2024 Q4	–	Sell	-17,500	Closed	-$4.07M	–	5390
2024 Q3	$4.07M	Buy	+17,500	New	+$3.94M	﹤0.01%	2263

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays's LPLA Position: Q2 2026 in Review

Barclays increased its LPL Financial (LPLA) stake by 55% in Q2 2026, buying an estimated $15.3M and bringing the position to 143,696 shares worth $40.5M. The position accounts for 0.01% of the portfolio, ranked #819.

Barclays first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Barclays held 143,696 shares of LPL Financial worth $40.5M as of Q2 2026.
Barclays bought 51,098 LPL Financial shares in Q2 2026, an estimated $15.3M.
LPL Financial made up 0.01% of Barclays's portfolio in Q2 2026, its #819 holding.
Barclays first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.