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Curi RMB Capital’s LPL Financial LPLA Stock Holding History

Curi RMB Capital’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 		$229K Sell
814
-56
-6% -$16.8K ﹤0.01% 841
2026
Q1 		$262K Buy
870
+9
+1% +$3.02K ﹤0.01% 756
2025
Q4 		$307K Buy
861
+4
+0.5% +$1.42K 0.01% 744
2025
Q3 		$285K Sell
857
-1
-0.1% -$362 0.01% 616
2025
Q2 		$322K Buy
+858
New +$301K 0.01% 577
2025
Q1 		– Sell
-801
Closed -$261K – 518
2024
Q4 		$261K Buy
+801
New +$237K 0.01% 477
2024
Q3 		– Sell
-799
Closed -$223K – 553
2024
Q2 		$223K Buy
799
+1
+0.1% +$271 0.01% 510
2024
Q1 		$211K Buy
+798
New +$201K ﹤0.01% 546

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

Curi RMB Capital's LPLA Position: Q2 2026 in Review

Curi RMB Capital reduced its LPL Financial (LPLA) stake by 6.4% in Q2 2026, selling an estimated $16.8K and leaving 814 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Curi RMB Capital first reported a position in LPLA in Q1 2024 and has held it in 8 quarters since. The position peaked at $322K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Curi RMB Capital held 814 shares of LPL Financial worth $229K as of Q2 2026.
  • Curi RMB Capital sold 56 LPL Financial shares in Q2 2026, an estimated $16.8K.
  • LPL Financial made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #841 holding.
  • Curi RMB Capital first reported a position in LPL Financial in Q1 2024 and has held it in 8 quarters since.
  • Curi RMB Capital's LPL Financial position peaked at $322K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.