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Centiva Capital’s LPL Financial LPLA Stock Holding History

Centiva Capital’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 		$206K Buy
+733
New +$220K ﹤0.01% 1389
2025
Q2 		– Sell
-50,003
Closed -$16.4M – 1845
2025
Q1 		$16.4M Buy
50,003
+48,099
+2,526% +$16.7M 0.49% 20
2024
Q4 		$622K Sell
1,904
-8,963
-82% -$2.65M 0.01% 706
2024
Q3 		$2.53M Buy
+10,867
New +$2.45M 0.05% 353
2024
Q1 		– Sell
-3,909
Closed -$890K – 2021
2023
Q4 		$890K Sell
3,909
-680
-15% -$153K 0.02% 669
2023
Q3 		$1.09M Buy
+4,589
New +$1.07M 0.02% 593
2021
Q3 		– Sell
-5,884
Closed -$794K – 1468
2021
Q2 		$794K Buy
+5,884
New +$856K 0.02% 663
2021
Q1 		– Sell
-5,322
Closed -$555K – 1308
2020
Q4 		$555K Buy
5,322
+414
+8% +$37.2K 0.02% 423
2020
Q3 		$376K Sell
4,908
-6,161
-56% -$489K 0.02% 424
2020
Q2 		$868K Buy
+11,069
New +$740K 0.05% 200

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

Centiva Capital's LPLA Position: Q2 2026 in Review

Centiva Capital opened a new position in LPL Financial (LPLA) in Q2 2026: 733 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Centiva Capital previously reported a position in LPLA as recently as Q1 2025.

Centiva Capital first reported a position in LPLA in Q2 2020 and has held it in 10 quarters since. The position peaked at $16.4M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Centiva Capital held 733 shares of LPL Financial worth $206K as of Q2 2026.
  • LPL Financial was a new Centiva Capital position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Centiva Capital's portfolio in Q2 2026, its #1389 holding.
  • Centiva Capital first reported a position in LPL Financial in Q2 2020 and has held it in 10 quarters since.
  • Centiva Capital's LPL Financial position peaked at $16.4M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Centiva Capital's 13F filing for Q2 2026, filed 13 Aug 2026.