Capricorn Fund Managers’s LPL Financial LPLA Stock Holding History

Capricorn Fund Managers’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	$54.9M	Buy	+194,812	New	+$58.5M	4.33%	1

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Capricorn Fund Managers's LPLA Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in LPL Financial (LPLA) in Q2 2026: 194,812 shares worth $54.9M. The stake represents 4.33% of the portfolio and ranks #1 among its holdings.

160 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Capricorn Fund Managers held 194,812 shares of LPL Financial worth $54.9M as of Q2 2026.
LPL Financial was a new Capricorn Fund Managers position in Q2 2026.
LPL Financial made up 4.33% of Capricorn Fund Managers's portfolio in Q2 2026, its #1 holding.
160 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.