Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s LPL Financial LPLA Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$290M Sell
1,031,243
-62,163
-6% -$18.7M 0.88% 45
2026
Q1 		$329M Sell
1,093,406
-167,879
-13% -$56.3M 1.08% 34
2025
Q4 		$450M Buy
+1,261,285
New +$446M 1.5% 21

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 $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's LPLA Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss reduced its LPL Financial (LPLA) stake by 5.7% in Q2 2026, selling an estimated $18.7M and leaving 1,031,243 shares worth $290M. The position accounts for 0.88% of the portfolio, ranked #45.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $450M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 1,031,243 shares of LPL Financial worth $290M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss sold 62,163 LPL Financial shares in Q2 2026, an estimated $18.7M.
  • LPL Financial made up 0.88% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #45 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's LPL Financial position peaked at $450M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.