Cambridge Investment Research Advisors
LPLA icon

Cambridge Investment Research Advisors’s LPL Financial LPLA Stock Holding History

Cambridge Investment Research Advisors’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 		$783K Buy
2,779
+68
+3% +$20.4K ﹤0.01% 2534
2026
Q1 		$815K Buy
2,711
+441
+19% +$148K ﹤0.01% 2349
2025
Q4 		$811K Buy
2,270
+106
+5% +$37.5K ﹤0.01% 2275
2025
Q3 		$720K Sell
2,164
-3,192
-60% -$1.16M ﹤0.01% 2333
2025
Q2 		$2.01M Buy
5,356
+3,747
+233% +$1.31M 0.01% 1438
2025
Q1 		$527K Buy
1,609
+130
+9% +$45.3K ﹤0.01% 2391
2024
Q4 		$483K Sell
1,479
-411
-22% -$122K ﹤0.01% 2456
2024
Q3 		$440K Sell
1,890
-1,084
-36% -$244K ﹤0.01% 2503
2024
Q2 		$831K Buy
2,974
+312
+12% +$84.7K ﹤0.01% 1900
2024
Q1 		$703K Sell
2,662
-644
-19% -$163K ﹤0.01% 1986
2023
Q4 		$753K Buy
3,306
+1,454
+79% +$327K ﹤0.01% 1851
2023
Q3 		$440K Buy
1,852
+225
+14% +$52.2K ﹤0.01% 2194
2023
Q2 		$354K Sell
1,627
-142
-8% -$28.4K ﹤0.01% 2408
2023
Q1 		$358K Buy
1,769
+35
+2% +$8K ﹤0.01% 2330
2022
Q4 		$375K Sell
1,734
-1,178
-40% -$275K ﹤0.01% 2254
2022
Q3 		$636K Buy
+2,912
New +$619K ﹤0.01% 1777

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

Cambridge Investment Research Advisors's LPLA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its LPL Financial (LPLA) stake by 2.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 2,779 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Cambridge Investment Research Advisors first reported a position in LPLA in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.01M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,779 shares of LPL Financial worth $783K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 68 LPL Financial shares in Q2 2026, an estimated $20.4K.
  • LPL Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2534 holding.
  • Cambridge Investment Research Advisors first reported a position in LPL Financial in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's LPL Financial position peaked at $2.01M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.