CFM
LPLA icon

Catalyst Funds Management’s LPL Financial LPLA Stock Holding History

Catalyst Funds 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 		$2.06M Sell
7,320
-9,760
-57% -$2.93M 0.12% 179
2026
Q1 		$5.14M Buy
17,080
+5,680
+50% +$1.91M 0.87% 17
2025
Q4 		$4.07M Hold
11,400
– – 0.94% 15
2025
Q3 		$3.79M Buy
11,400
+7,400
+185% +$2.68M 0.57% 32
2025
Q2 		$1.5M Buy
+4,000
New +$1.4M 0.41% 72

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

Catalyst Funds Management's LPLA Position: Q2 2026 in Review

Catalyst Funds Management reduced its LPL Financial (LPLA) stake by 57% in Q2 2026, selling an estimated $2.93M and leaving 7,320 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #179.

Catalyst Funds Management first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Catalyst Funds Management held 7,320 shares of LPL Financial worth $2.06M as of Q2 2026.
  • Catalyst Funds Management sold 9,760 LPL Financial shares in Q2 2026, an estimated $2.93M.
  • LPL Financial made up 0.12% of Catalyst Funds Management's portfolio in Q2 2026, its #179 holding.
  • Catalyst Funds Management first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Catalyst Funds Management's LPL Financial position peaked at $5.14M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.