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Connecticut Capital Management Group’s LPL Financial LPLA Stock Holding History

Connecticut Capital Management 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 		$202K Buy
716
+4
+0.6% +$1.2K 0.16% 128
2026
Q1 		$214K Hold
712
– – 0.2% 103
2025
Q4 		$254K Buy
+712
New +$252K 0.24% 80

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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

Connecticut Capital Management Group's LPLA Position: Q2 2026 in Review

Connecticut Capital Management Group increased its LPL Financial (LPLA) stake by 0.56% in Q2 2026, buying an estimated $1.2K and bringing the position to 716 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #128.

Connecticut Capital Management Group first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Connecticut Capital Management Group held 716 shares of LPL Financial worth $202K as of Q2 2026.
  • Connecticut Capital Management Group bought 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
  • LPL Financial made up 0.16% of Connecticut Capital Management Group's portfolio in Q2 2026, its #128 holding.
  • Connecticut Capital Management Group first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • Connecticut Capital Management Group's LPL Financial position peaked at $254K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Connecticut Capital Management Group's 13F filing for Q2 2026, filed 20 Jul 2026.