CAM
LPLA icon

Cander Asset Management’s LPL Financial LPLA Stock Holding History

Cander Asset Management’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 		$24.8M Sell
88,037
-7,293
-8% -$2.19M 4.59% 5
2026
Q1 		$28.7M Buy
95,330
+34,782
+57% +$11.7M 5.15% 3
2025
Q4 		$21.6M Buy
+60,548
New +$21.4M 4% 5

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

Cander Asset Management's LPLA Position: Q2 2026 in Review

Cander Asset Management reduced its LPL Financial (LPLA) stake by 7.7% in Q2 2026, selling an estimated $2.19M and leaving 88,037 shares worth $24.8M. The position accounts for 4.59% of the portfolio, ranked #5.

Cander Asset Management first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.7M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cander Asset Management held 88,037 shares of LPL Financial worth $24.8M as of Q2 2026.
  • Cander Asset Management sold 7,293 LPL Financial shares in Q2 2026, an estimated $2.19M.
  • LPL Financial made up 4.59% of Cander Asset Management's portfolio in Q2 2026, its #5 holding.
  • Cander Asset Management first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Cander Asset Management's LPL Financial position peaked at $28.7M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cander Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.