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Champlain Investment Partners’s LPL Financial LPLA Stock Holding History

Champlain Investment Partners’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 		$24.3M Sell
86,115
-14,935
-15% -$4.48M 0.62% 75
2026
Q1 		$30.4M Buy
+101,050
New +$33.9M 0.39% 90

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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

Champlain Investment Partners's LPLA Position: Q2 2026 in Review

Champlain Investment Partners reduced its LPL Financial (LPLA) stake by 15% in Q2 2026, selling an estimated $4.48M and leaving 86,115 shares worth $24.3M. The position accounts for 0.62% of the portfolio, ranked #75.

Champlain Investment Partners first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.4M in Q1 2026. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Champlain Investment Partners held 86,115 shares of LPL Financial worth $24.3M as of Q2 2026.
  • Champlain Investment Partners sold 14,935 LPL Financial shares in Q2 2026, an estimated $4.48M.
  • LPL Financial made up 0.62% of Champlain Investment Partners's portfolio in Q2 2026, its #75 holding.
  • Champlain Investment Partners first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Champlain Investment Partners's LPL Financial position peaked at $30.4M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Champlain Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.