Crawford Investment Counsel
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Crawford Investment Counsel’s LPL Financial LPLA Stock Holding History

Crawford Investment Counsel’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 		$1.59M Buy
5,630
+500
+10% +$150K 0.03% 203
2026
Q1 		$1.54M Buy
5,130
+260
+5% +$87.2K 0.03% 194
2025
Q4 		$1.74M Buy
4,870
+982
+25% +$347K 0.03% 194
2025
Q3 		$1.29M Buy
3,888
+39
+1% +$14.1K 0.02% 204
2025
Q2 		$1.44M Sell
3,849
-1,102
-22% -$386K 0.03% 195
2025
Q1 		$1.62M Buy
4,951
+340
+7% +$118K 0.03% 190
2024
Q4 		$1.51M Buy
4,611
+123
+3% +$36.4K 0.03% 193
2024
Q3 		$1.04M Buy
4,488
+348
+8% +$78.4K 0.02% 206
2024
Q2 		$1.16M Buy
4,140
+300
+8% +$81.4K 0.02% 190
2024
Q1 		$1.01M Sell
3,840
-140
-4% -$35.3K 0.02% 190
2023
Q4 		$906K Buy
3,980
+1,050
+36% +$236K 0.02% 193
2023
Q3 		$696K Buy
+2,930
New +$680K 0.02% 206

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
Jupiter Topco
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
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

Crawford Investment Counsel's LPLA Position: Q2 2026 in Review

Crawford Investment Counsel increased its LPL Financial (LPLA) stake by 9.7% in Q2 2026, buying an estimated $150K and bringing the position to 5,630 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #203.

Crawford Investment Counsel first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Crawford Investment Counsel held 5,630 shares of LPL Financial worth $1.59M as of Q2 2026.
  • Crawford Investment Counsel bought 500 LPL Financial shares in Q2 2026, an estimated $150K.
  • LPL Financial made up 0.03% of Crawford Investment Counsel's portfolio in Q2 2026, its #203 holding.
  • Crawford Investment Counsel first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • Crawford Investment Counsel's LPL Financial position peaked at $1.74M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.