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Chilton Capital Management’s LPL Financial LPLA Stock Holding History

Chilton Capital 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 		– Sell
-10
Closed -$3.01K – 649
2026
Q1 		$3.01K Sell
10
-16
-62% -$5.37K ﹤0.01% 587
2025
Q4 		$9.29K Hold
26
– – ﹤0.01% 470
2025
Q3 		$8.65K Buy
+26
New +$9.42K ﹤0.01% 499
2024
Q2 		– Sell
-17
Closed -$4.49K – 657
2024
Q1 		$4.49K Hold
17
– – ﹤0.01% 516
2023
Q4 		$3.87K Buy
+17
New +$3.82K ﹤0.01% 522

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

Chilton Capital Management's LPLA Position: Q2 2026 in Review

Chilton Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 10 shares — an estimated $3.01K sold.

Chilton Capital Management first reported a position in LPLA in Q4 2023 and held it in 5 quarters. The position peaked at $9.29K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Chilton Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Chilton Capital Management sold 10 LPL Financial shares in Q2 2026, an estimated $3.01K.
  • Chilton Capital Management first reported a position in LPL Financial in Q4 2023 and held it in 5 quarters.
  • Chilton Capital Management's LPL Financial position peaked at $9.29K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.