CG
LPLA icon

Caprock Group’s LPL Financial LPLA Stock Holding History

Caprock Group’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 		$325K Sell
1,153
-1,841
-61% -$553K 0.01% 1003
2026
Q1 		$901K Buy
2,994
+1,167
+64% +$392K 0.02% 573
2025
Q4 		$653K Sell
1,827
-546
-23% -$193K 0.01% 727
2025
Q3 		$865K Buy
+2,373
New +$860K 0.02% 619
2025
Q1 		$1.3M Buy
3,980
+101
+3% +$35.2K 0.04% 383
2024
Q4 		$1.27M Buy
3,879
+1,093
+39% +$323K 0.04% 367
2024
Q3 		$648K Sell
2,786
-319
-10% -$71.9K 0.02% 503
2024
Q2 		$867K Buy
+3,105
New +$843K 0.04% 406
2022
Q4 		– Sell
-1,489
Closed -$325K – 590
2022
Q3 		$325K Buy
1,489
+2
+0.1% +$425 0.03% 379
2022
Q2 		$274K Buy
+1,487
New +$282K 0.03% 411

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

Caprock Group's LPLA Position: Q2 2026 in Review

Caprock Group reduced its LPL Financial (LPLA) stake by 61% in Q2 2026, selling an estimated $553K and leaving 1,153 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #1003.

Caprock Group first reported a position in LPLA in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q1 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Caprock Group held 1,153 shares of LPL Financial worth $325K as of Q2 2026.
  • Caprock Group sold 1,841 LPL Financial shares in Q2 2026, an estimated $553K.
  • LPL Financial made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1003 holding.
  • Caprock Group first reported a position in LPL Financial in Q2 2022 and has held it in 10 quarters since.
  • Caprock Group's LPL Financial position peaked at $1.3M in Q1 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.