Brown Brothers Harriman & Co’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37M | Sell |
131,278
-14,915
| -10% | -$4.48M | 0.16% | 100 |
|
|
2026
Q1 | $44M | Sell |
146,193
-40,891
| -22% | -$13.7M | 0.24% | 86 |
|
|
2025
Q4 | $66.8M | Sell |
187,084
-3,274
| -2% | -$1.16M | 0.36% | 58 |
|
|
2025
Q3 | $63.3M | Buy |
190,358
+5,616
| +3% | +$2.04M | 0.39% | 55 |
|
|
2025
Q2 | $69.3M | Buy |
184,742
+9,255
| +5% | +$3.24M | 0.45% | 46 |
|
|
2025
Q1 | $57.4M | Buy |
175,487
+3,721
| +2% | +$1.3M | 0.4% | 45 |
|
|
2024
Q4 | $56.1M | Buy |
171,766
+19,787
| +13% | +$5.85M | 0.39% | 46 |
|
|
2024
Q3 | $35.4M | Buy |
151,979
+56,015
| +58% | +$12.6M | 0.24% | 67 |
|
|
2024
Q2 | $26.8M | Buy |
95,964
+15,030
| +19% | +$4.08M | 0.2% | 60 |
|
|
2024
Q1 | $21.4M | Buy |
80,934
+21,978
| +37% | +$5.55M | 0.16% | 70 |
|
|
2023
Q4 | $13.4M | Buy |
58,956
+15,373
| +35% | +$3.46M | 0.11% | 92 |
|
|
2023
Q3 | $10.4M | Buy |
43,583
+12,342
| +40% | +$2.87M | 0.09% | 94 |
|
|
2023
Q2 | $6.79M | Buy |
31,241
+11,930
| +62% | +$2.39M | 0.05% | 107 |
|
|
2023
Q1 | $3.91M | Buy |
19,311
+14,957
| +344% | +$3.42M | 0.03% | 129 |
|
|
2022
Q4 | $941K | Sell |
4,354
-534
| -11% | -$125K | 0.01% | 233 |
|
|
2022
Q3 | $1.07M | Sell |
4,888
-2,400
| -33% | -$510K | 0.01% | 212 |
|
|
2022
Q2 | $1.34M | Buy |
7,288
+357
| +5% | +$67.8K | 0.01% | 185 |
|
|
2022
Q1 | $1.27M | Buy |
6,931
+1,931
| +39% | +$336K | 0.01% | 212 |
|
|
2021
Q4 | $800K | Sell |
5,000
-109
| -2% | -$18K | ﹤0.01% | 270 |
|
|
2021
Q3 | $801K | Sell |
5,109
-67
| -1% | -$9.62K | ﹤0.01% | 264 |
|
|
2021
Q2 | $699K | Sell |
5,176
-410
| -7% | -$59.6K | ﹤0.01% | 277 |
|
|
2021
Q1 | $794K | Buy |
5,586
+86
| +2% | +$11K | 0.01% | 250 |
|
|
2020
Q4 | $573K | Hold |
5,500
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $422K | Hold |
5,500
| – | – | ﹤0.01% | 287 |
|
|
2020
Q2 | $431K | Sell |
5,500
-10
| -0.2% | -$668 | ﹤0.01% | 274 |
|
|
2020
Q1 | $300K | Buy |
5,510
+3,500
| +174% | +$282K | ﹤0.01% | 292 |
|
|
2019
Q4 | $185K | Buy |
2,010
+1,996
| +14,257% | +$171K | ﹤0.01% | 478 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q2 | $1K | Sell |
14
-4,486
| -100% | -$355K | ﹤0.01% | 1031 |
|
|
2019
Q1 | $313K | Sell |
4,500
-500
| -10% | -$36K | ﹤0.01% | 321 |
|
|
2018
Q4 | $305K | Hold |
5,000
| – | – | ﹤0.01% | 293 |
|
|
2018
Q3 | $323K | Hold |
5,000
| – | – | ﹤0.01% | 299 |
|
|
2018
Q2 | $328K | Sell |
5,000
-1,000
| -17% | -$65.7K | ﹤0.01% | 278 |
|
|
2018
Q1 | $366K | Sell |
6,000
-1,700
| -22% | -$105K | ﹤0.01% | 268 |
|
|
2017
Q4 | $440K | Sell |
7,700
-700
| -8% | -$36.8K | ﹤0.01% | 255 |
|
|
2017
Q3 | $433K | Sell |
8,400
-158,600
| -95% | -$7.3M | ﹤0.01% | 241 |
|
|
2017
Q2 | $7.09M | Sell |
167,000
-292,994
| -64% | -$11.9M | 0.04% | 78 |
|
|
2017
Q1 | $18.3M | Sell |
459,994
-8,843
| -2% | -$348K | 0.1% | 54 |
|
|
2016
Q4 | $16.5M | Sell |
468,837
-2,445,100
| -84% | -$85.4M | 0.09% | 61 |
|
|
2016
Q3 | $87.2M | Sell |
2,913,937
-102,300
| -3% | -$2.77M | 0.46% | 35 |
|
|
2016
Q2 | $68M | Sell |
3,016,237
-134,873
| -4% | -$3.39M | 0.35% | 40 |
|
|
2016
Q1 | $78.1M | Buy |
3,151,110
+15,710
| +0.5% | +$424K | 0.4% | 37 |
|
|
2015
Q4 | $134M | Buy |
3,135,400
+311,000
| +11% | +$13.2M | 0.7% | 33 |
|
|
2015
Q3 | $112M | Buy |
2,824,400
+304,300
| +12% | +$13.1M | 0.57% | 35 |
|
|
2015
Q2 | $117M | Buy |
2,520,100
+192,650
| +8% | +$8.33M | 0.55% | 32 |
|
|
2015
Q1 | $102M | Buy |
2,327,450
+14,750
| +0.6% | +$652K | 0.46% | 33 |
|
|
2014
Q4 | $103M | Buy |
2,312,700
+112,700
| +5% | +$4.85M | 0.43% | 35 |
|
|
2014
Q3 | $101M | Hold |
2,200,000
| – | – | 0.41% | 36 |
|
|
2014
Q2 | $109M | Buy |
2,200,000
+200,000
| +10% | +$9.7M | 0.44% | 33 |
|
|
2014
Q1 | $105M | Sell |
2,000,000
-2,000,000
| -50% | -$106M | 0.45% | 33 |
|
|
2013
Q4 | $188M | Buy |
4,000,000
+2,135,500
| +115% | +$89.6M | 0.42% | 34 |
|
|
2013
Q3 | $71.4M | Buy |
+1,864,500
| New | +$71.3M | 0.34% | 35 |
|
Other funds holding LPLA
JT
SC
Brown Brothers Harriman & Co's LPLA Position: Q2 2026 in Review
Brown Brothers Harriman & Co reduced its LPL Financial (LPLA) stake by 10% in Q2 2026, selling an estimated $4.48M and leaving 131,278 shares worth $37M. The position accounts for 0.16% of the portfolio, ranked #100.
Brown Brothers Harriman & Co first reported a position in LPLA in Q3 2013 and has held it in 52 quarters since. The position peaked at $188M in Q4 2013. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- Brown Brothers Harriman & Co held 131,278 shares of LPL Financial worth $37M as of Q2 2026.
- Brown Brothers Harriman & Co sold 14,915 LPL Financial shares in Q2 2026, an estimated $4.48M.
- LPL Financial made up 0.16% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #100 holding.
- Brown Brothers Harriman & Co first reported a position in LPL Financial in Q3 2013 and has held it in 52 quarters since.
- Brown Brothers Harriman & Co's LPL Financial position peaked at $188M in Q4 2013.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.