Blueshift Asset Management’s LPL Financial LPLA Stock Holding History

Blueshift Asset 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	$509K	Buy	+1,806	New	+$542K	0.12%	204
2026 Q1	–	Sell	-1,275	Closed	-$455K	–	585
2025 Q4	$455K	Buy	+1,275	New	+$451K	0.13%	239
2025 Q3	–	Sell	-1,202	Closed	-$451K	–	556
2025 Q2	$451K	Buy	+1,202	New	+$421K	0.14%	205
2024 Q1	–	Sell	-996	Closed	-$227K	–	333
2023 Q4	$227K	Buy	+996	New	+$224K	0.12%	222
2022 Q3	–	Sell	-1,163	Closed	-$215K	–	753
2022 Q2	$215K	Buy	+1,163	New	+$221K	0.04%	555
2021 Q3	–	Sell	-5,119	Closed	-$691K	–	1167
2021 Q2	$691K	Buy	+5,119	New	+$744K	0.04%	455
2020 Q4	–	Sell	-3,410	Closed	-$261K	–	798
2020 Q3	$261K	Buy	+3,410	New	+$271K	0.04%	486
2020 Q1	–	Sell	-3,681	Closed	-$340K	–	471
2019 Q4	$340K	Buy	+3,681	New	+$316K	0.04%	564
2019 Q3	–	Sell	-3,498	Closed	-$285K	–	857
2019 Q2	$285K	Sell	3,498 -3,372	-49%	-$267K	0.04%	560
2019 Q1	$478K	Buy	+6,870	New	+$495K	0.07%	407

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

Blueshift Asset Management's LPLA Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in LPL Financial (LPLA) in Q2 2026: 1,806 shares worth $509K. The stake represents 0.12% of the portfolio and ranks #204 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in LPLA as recently as Q4 2025.

Blueshift Asset Management first reported a position in LPLA in Q1 2019 and has held it in 10 quarters since. The position peaked at $691K in Q2 2021. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Blueshift Asset Management held 1,806 shares of LPL Financial worth $509K as of Q2 2026.
LPL Financial was a new Blueshift Asset Management position in Q2 2026.
LPL Financial made up 0.12% of Blueshift Asset Management's portfolio in Q2 2026, its #204 holding.
Blueshift Asset Management first reported a position in LPL Financial in Q1 2019 and has held it in 10 quarters since.
Blueshift Asset Management's LPL Financial position peaked at $691K in Q2 2021.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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