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BW Gestao de Investimentos’s LPL Financial LPLA Stock Holding History

BW Gestao de Investimentos’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 		$6.29M Buy
+22,341
New +$6.71M 0.12% 144
2022
Q2 		– Sell
-63,421
Closed -$11.6M – 52
2022
Q1 		$11.6M Buy
+63,421
New +$11M 2.45% 15

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 $3.37T AUM 44.26% 1-Year Est. Return

BW Gestao de Investimentos's LPLA Position: Q2 2026 in Review

BW Gestao de Investimentos opened a new position in LPL Financial (LPLA) in Q2 2026: 22,341 shares worth $6.29M. The stake represents 0.12% of the portfolio and ranks #144 among its holdings. This is a return to the name: BW Gestao de Investimentos previously reported a position in LPLA as recently as Q1 2022.

BW Gestao de Investimentos first reported a position in LPLA in Q1 2022 and has held it in 2 quarters since. The position peaked at $11.6M in Q1 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • BW Gestao de Investimentos held 22,341 shares of LPL Financial worth $6.29M as of Q2 2026.
  • LPL Financial was a new BW Gestao de Investimentos position in Q2 2026.
  • LPL Financial made up 0.12% of BW Gestao de Investimentos's portfolio in Q2 2026, its #144 holding.
  • BW Gestao de Investimentos first reported a position in LPL Financial in Q1 2022 and has held it in 2 quarters since.
  • BW Gestao de Investimentos's LPL Financial position peaked at $11.6M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.