Bayesian Capital Management’s LPL Financial LPLA Stock Holding History

Bayesian Capital Management’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	$271K	Buy	+962	New	+$289K	0.17%	164
2025 Q3	–	Sell	-2,900	Closed	-$1.09M	–	690
2025 Q2	$1.09M	Buy	+2,900	New	+$1.02M	0.17%	167
2019 Q4	–	Sell	-8,821	Closed	-$722K	–	683
2019 Q3	$722K	Buy	8,821 +662	+8%	+$53K	0.14%	208
2019 Q2	$666K	Buy	+8,159	New	+$646K	0.14%	208
2018 Q4	–	Sell	-14,619	Closed	-$943K	–	706
2018 Q3	$943K	Sell	14,619 -2,100	-13%	-$139K	0.15%	192
2018 Q2	$1.1M	Sell	16,719 -3,400	-17%	-$223K	0.25%	103
2018 Q1	$1.23M	Buy	+20,119	New	+$1.25M	0.31%	86
2017 Q3	–	Sell	-11,261	Closed	-$478K	–	573
2017 Q2	$478K	Buy	+11,261	New	+$457K	0.18%	194

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

Bayesian Capital Management's LPLA Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 962 shares worth $271K. The stake represents 0.17% of the portfolio and ranks #164 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in LPLA as recently as Q2 2025.

Bayesian Capital Management first reported a position in LPLA in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2018. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Bayesian Capital Management held 962 shares of LPL Financial worth $271K as of Q2 2026.
LPL Financial was a new Bayesian Capital Management position in Q2 2026.
LPL Financial made up 0.17% of Bayesian Capital Management's portfolio in Q2 2026, its #164 holding.
Bayesian Capital Management first reported a position in LPL Financial in Q2 2017 and has held it in 8 quarters since.
Bayesian Capital Management's LPL Financial position peaked at $1.23M in Q1 2018.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.