Connor, Clark & Lunn Investment Management (CC&L)’s LPL Financial LPLA Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$4.02M	Buy	14,288 +13,044	+1,049%	+$3.92M	0.01%	801
2026 Q1	$374K	Buy	+1,244	New	+$417K	﹤0.01%	1368
2023 Q1	–	Sell	-16,497	Closed	-$3.57M	–	1366
2022 Q4	$3.57M	Buy	16,497 +13,257	+409%	+$3.1M	0.02%	423
2022 Q3	$708K	Buy	+3,240	New	+$689K	﹤0.01%	732
2020 Q2	–	Sell	-9,880	Closed	-$538K	–	1115
2020 Q1	$538K	Buy	+9,880	New	+$797K	﹤0.01%	678
2019 Q1	–	Sell	-33,900	Closed	-$2.07M	–	994
2018 Q4	$2.07M	Sell	33,900 -24,950	-42%	-$1.52M	0.01%	409
2018 Q3	$3.8M	Buy	58,850 +16,100	+38%	+$1.07M	0.02%	348
2018 Q2	$2.8M	Buy	+42,750	New	+$2.81M	0.02%	405

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s LPLA Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its LPL Financial (LPLA) stake by 1,049% in Q2 2026, buying an estimated $3.92M and bringing the position to 14,288 shares worth $4.02M. The position accounts for 0.01% of the portfolio, ranked #801.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in LPLA in Q2 2018 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 14,288 shares of LPL Financial worth $4.02M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 13,044 LPL Financial shares in Q2 2026, an estimated $3.92M.
LPL Financial made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #801 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in LPL Financial in Q2 2018 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.