California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s LPL Financial LPLA Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$122M Buy
34,308,342
+34,190,966
+29,129% +$10.3B 0.02% 1020
2026
Q1 		$35.3M Sell
117,376
-2,275
-2% -$763K 0.04% 356
2025
Q4 		$42.7M Buy
119,651
+1
+0% +$354 0.04% 329
2025
Q3 		$39.8M Buy
119,650
+1,804
+2% +$654K 0.04% 343
2025
Q2 		$44.2M Buy
117,846
+4,254
+4% +$1.49M 0.05% 315
2025
Q1 		$37.2M Buy
113,592
+305
+0.3% +$106K 0.05% 342
2024
Q4 		$37M Buy
113,287
+3,425
+3% +$1.01M 0.04% 347
2024
Q3 		$25.6M Sell
109,862
-2,017
-2% -$454K 0.03% 457
2024
Q2 		$31.2M Sell
111,879
-9,687
-8% -$2.63M 0.04% 378
2024
Q1 		$32.1M Buy
121,566
+958
+0.8% +$242K 0.04% 378
2023
Q4 		$27.5M Sell
120,608
-1,035
-0.9% -$233K 0.04% 404
2023
Q3 		$28.9M Sell
121,643
-6,551
-5% -$1.52M 0.04% 354
2023
Q2 		$27.9M Sell
128,194
-5,132
-4% -$1.03M 0.04% 387
2023
Q1 		$27M Sell
133,326
-1,530
-1% -$350K 0.04% 398
2022
Q4 		$29.2M Buy
134,856
+2,898
+2% +$677K 0.05% 372
2022
Q3 		$28.8M Sell
131,958
-1,607
-1% -$342K 0.05% 353
2022
Q2 		$24.6M Buy
133,565
+30,647
+30% +$5.82M 0.04% 404
2022
Q1 		$18.8M Sell
102,918
-9,024
-8% -$1.57M 0.02% 535
2021
Q4 		$17.9M Sell
111,942
-23,311
-17% -$3.85M 0.02% 585
2021
Q3 		$21.2M Sell
135,253
-3,657
-3% -$525K 0.03% 531
2021
Q2 		$18.8M Buy
138,910
+1,672
+1% +$243K 0.02% 578
2021
Q1 		$19.5M Sell
137,238
-255
-0.2% -$32.5K 0.03% 555
2020
Q4 		$14.3M Buy
137,493
+154
+0.1% +$13.8K 0.02% 626
2020
Q3 		$10.5M Buy
137,339
+2,803
+2% +$223K 0.02% 670
2020
Q2 		$10.5M Sell
134,536
-4,137
-3% -$276K 0.02% 635
2020
Q1 		$7.55M Sell
138,673
-3,554
-2% -$287K 0.02% 653
2019
Q4 		$13.1M Buy
142,227
+8,057
+6% +$692K 0.02% 587
2019
Q3 		$11M Sell
134,170
-334
-0.2% -$26.7K 0.02% 627
2019
Q2 		$11M Sell
134,504
-1,532
-1% -$121K 0.02% 635
2019
Q1 		$9.47M Sell
136,036
-2,073
-2% -$149K 0.02% 667
2018
Q4 		$8.44M Buy
138,109
+963
+0.7% +$58.7K 0.02% 666
2018
Q3 		$8.85M Sell
137,146
-2,228
-2% -$148K 0.02% 728
2018
Q2 		$9.13M Buy
139,374
+986
+0.7% +$64.8K 0.02% 701
2018
Q1 		$8.45M Sell
138,388
-4,744
-3% -$294K 0.02% 714
2017
Q4 		$8.18M Sell
143,132
-2,100
-1% -$111K 0.02% 748
2017
Q3 		$7.49M Sell
145,232
-12,102
-8% -$557K 0.02% 768
2017
Q2 		$6.68M Sell
157,334
-17,848
-10% -$724K 0.01% 855
2017
Q1 		$6.98M Sell
175,182
-7,900
-4% -$311K 0.01% 876
2016
Q4 		$6.45M Sell
183,082
-4,700
-3% -$164K 0.01% 925
2016
Q3 		$5.62M Buy
187,782
+1,500
+0.8% +$40.6K 0.01% 986
2016
Q2 		$4.2M Buy
186,282
+24,128
+15% +$606K 0.01% 1122
2016
Q1 		$4.02M Buy
162,154
+9,332
+6% +$252K 0.01% 1157
2015
Q4 		$6.52M Buy
152,822
+2,441
+2% +$104K 0.02% 806
2015
Q3 		$5.98M Sell
150,381
-200
-0.1% -$8.6K 0.02% 849
2015
Q2 		$7M Sell
150,581
-9,534
-6% -$412K 0.02% 830
2015
Q1 		$7.02M Sell
160,115
-2,900
-2% -$128K 0.02% 821
2014
Q4 		$7.26M Buy
163,015
+1,590
+1% +$68.4K 0.02% 794
2014
Q3 		$7.43M Buy
161,425
+1,816
+1% +$87.5K 0.02% 759
2014
Q2 		$7.94M Buy
159,609
+62,900
+65% +$3.05M 0.02% 757
2014
Q1 		$5.08M Sell
96,709
-5,800
-6% -$306K 0.01% 939
2013
Q4 		$4.82M Sell
102,509
-512,062
-83% -$21.5M 0.01% 961
2013
Q3 		$23.5M Buy
614,571
+515,882
+523% +$19.7M 0.07% 289
2013
Q2 		$3.73M Buy
+98,689
New +$3.53M 0.01% 1003

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

California State Teachers Retirement System (CalSTRS)'s LPLA Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its LPL Financial (LPLA) stake by 29,129% in Q2 2026, buying an estimated $10.3B and bringing the position to 34,308,342 shares worth $122M. The position accounts for 0.02% of the portfolio, ranked #1020.

California State Teachers Retirement System (CalSTRS) first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 34,308,342 shares of LPL Financial worth $122M as of Q2 2026.
  • California State Teachers Retirement System (CalSTRS) bought 34,190,966 LPL Financial shares in Q2 2026, an estimated $10.3B.
  • LPL Financial made up 0.02% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #1020 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.