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Coronation Fund Managers’s LPL Financial LPLA Stock Holding History

Coronation Fund Managers’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 		$70.4M Sell
249,962
-40,481
-14% -$12.2M 2.69% 11
2026
Q1 		$87.4M Buy
290,443
+62,178
+27% +$20.9M 3.98% 6
2025
Q4 		$81.5M Buy
228,265
+40,292
+21% +$14.3M 3.66% 8
2025
Q3 		$62.5M Buy
187,973
+36,950
+24% +$13.4M 3.26% 10
2025
Q2 		$56.6M Buy
151,023
+27,690
+22% +$9.7M 3.07% 8
2025
Q1 		$40.3M Sell
123,333
-63,675
-34% -$22.2M 2.19% 17
2024
Q4 		$61.1M Sell
187,008
-30,443
-14% -$9M 3.59% 8
2024
Q3 		$50.6M Buy
217,451
+88,196
+68% +$19.9M 2.81% 9
2024
Q2 		$36.1M Sell
129,255
-168,923
-57% -$45.9M 2.08% 21
2024
Q1 		$78.8M Buy
298,178
+183,290
+160% +$46.3M 2.14% 16
2023
Q4 		$26.2M Buy
114,888
+38,606
+51% +$8.68M 0.73% 42
2023
Q3 		$18.1M Sell
76,282
-10,641
-12% -$2.47M 0.54% 54
2023
Q2 		$18.9M Buy
86,923
+8,279
+11% +$1.66M 0.51% 57
2023
Q1 		$15.9M Buy
78,644
+49,532
+170% +$11.3M 0.42% 54
2022
Q4 		$6.29M Buy
+29,112
New +$6.81M 0.17% 106

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

Coronation Fund Managers's LPLA Position: Q2 2026 in Review

Coronation Fund Managers reduced its LPL Financial (LPLA) stake by 14% in Q2 2026, selling an estimated $12.2M and leaving 249,962 shares worth $70.4M. The position accounts for 2.69% of the portfolio, ranked #11.

Coronation Fund Managers first reported a position in LPLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $87.4M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Coronation Fund Managers held 249,962 shares of LPL Financial worth $70.4M as of Q2 2026.
  • Coronation Fund Managers sold 40,481 LPL Financial shares in Q2 2026, an estimated $12.2M.
  • LPL Financial made up 2.69% of Coronation Fund Managers's portfolio in Q2 2026, its #11 holding.
  • Coronation Fund Managers first reported a position in LPL Financial in Q4 2022 and has held it in 15 quarters since.
  • Coronation Fund Managers's LPL Financial position peaked at $87.4M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Coronation Fund Managers's 13F filing for Q2 2026, filed 27 Jul 2026.