Campbell & Co Investment Adviser’s LPL Financial LPLA Stock Holding History

Campbell & Co Investment Adviser’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	$1.21M	Sell	4,298 -1,868	-30%	-$561K	0.06%	493
2026 Q1	$1.85M	Buy	+6,166	New	+$2.07M	0.11%	306
2022 Q4	–	Sell	-3,820	Closed	-$835K	–	903
2022 Q3	$835K	Buy	+3,820	New	+$812K	0.19%	168
2021 Q3	–	Sell	-7,080	Closed	-$956K	–	686
2021 Q2	$956K	Buy	+7,080	New	+$1.03M	0.39%	49
2021 Q1	–	Sell	-2,630	Closed	-$274K	–	533
2020 Q4	$274K	Buy	+2,630	New	+$236K	0.17%	260
2020 Q1	–	Sell	-4,908	Closed	-$453K	–	300
2019 Q4	$453K	Buy	4,908 +1,716	+54%	+$147K	0.14%	265
2019 Q3	$261K	Buy	3,192 +650	+26%	+$52K	0.1%	449
2019 Q2	$207K	Buy	+2,542	New	+$201K	0.09%	453

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 $3.38T AUM 44.17% 1-Year Est. Return

Campbell & Co Investment Adviser's LPLA Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its LPL Financial (LPLA) stake by 30% in Q2 2026, selling an estimated $561K and leaving 4,298 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #493.

Campbell & Co Investment Adviser first reported a position in LPLA in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.85M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Campbell & Co Investment Adviser held 4,298 shares of LPL Financial worth $1.21M as of Q2 2026.
Campbell & Co Investment Adviser sold 1,868 LPL Financial shares in Q2 2026, an estimated $561K.
LPL Financial made up 0.06% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #493 holding.
Campbell & Co Investment Adviser first reported a position in LPL Financial in Q2 2019 and has held it in 8 quarters since.
Campbell & Co Investment Adviser's LPL Financial position peaked at $1.85M in Q1 2026.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.