CH
LPLA icon

Cromwell Holdings’s LPL Financial LPLA Stock Holding History

Cromwell Holdings’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 		$5.92K Buy
21
+7
+50% +$2.1K ﹤0.01% 653
2026
Q1 		$4.21K Buy
14
+4
+40% +$1.34K ﹤0.01% 618
2025
Q4 		$3.57K Hold
10
– – ﹤0.01% 633
2025
Q3 		$3.33K Hold
10
– – ﹤0.01% 647
2025
Q2 		$3.75K Buy
10
+5
+100% +$1.75K ﹤0.01% 635
2025
Q1 		$1.64K Buy
+5
New +$1.74K ﹤0.01% 620

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

Cromwell Holdings's LPLA Position: Q2 2026 in Review

Cromwell Holdings increased its LPL Financial (LPLA) stake by 50% in Q2 2026, buying an estimated $2.1K and bringing the position to 21 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Cromwell Holdings first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Cromwell Holdings held 21 shares of LPL Financial worth $5.92K as of Q2 2026.
  • Cromwell Holdings bought 7 LPL Financial shares in Q2 2026, an estimated $2.1K.
  • LPL Financial made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #653 holding.
  • Cromwell Holdings first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.