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D.L. Carlson Investment Group’s LPL Financial LPLA Stock Holding History

D.L. Carlson Investment Group’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 		$1.51M Buy
5,351
+787
+17% +$236K 0.24% 81
2026
Q1 		$1.37M Buy
+4,564
New +$1.53M 0.24% 83

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

D.L. Carlson Investment Group's LPLA Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its LPL Financial (LPLA) stake by 17% in Q2 2026, buying an estimated $236K and bringing the position to 5,351 shares worth $1.51M. The position accounts for 0.24% of the portfolio, ranked #81.

D.L. Carlson Investment Group first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • D.L. Carlson Investment Group held 5,351 shares of LPL Financial worth $1.51M as of Q2 2026.
  • D.L. Carlson Investment Group bought 787 LPL Financial shares in Q2 2026, an estimated $236K.
  • LPL Financial made up 0.24% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #81 holding.
  • D.L. Carlson Investment Group first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.