DPCM
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Darlington Partners Capital Management’s LPL Financial LPLA Stock Holding History

Darlington Partners Capital Management’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 		$280M Buy
993,006
+100,000
+11% +$30M 12.35% 3
2026
Q1 		$269M Buy
893,006
+110,000
+14% +$36.9M 12.07% 5
2025
Q4 		$280M Sell
783,006
-2,731
-0.3% -$966K 11.19% 5
2025
Q3 		$261M Hold
785,737
– – 8.82% 6
2025
Q2 		$295M Sell
785,737
-185,000
-19% -$64.8M 9.38% 4
2025
Q1 		$318M Buy
970,737
+32,383
+3% +$11.3M 10.61% 4
2024
Q4 		$306M Sell
938,354
-161,382
-15% -$47.7M 11.45% 4
2024
Q3 		$256M Buy
1,099,736
+316,446
+40% +$71.3M 10.35% 5
2024
Q2 		$219M Buy
783,290
+68,276
+10% +$18.5M 10.75% 6
2024
Q1 		$189M Hold
715,014
– – 10.84% 4
2023
Q4 		$163M Sell
715,014
-7,603
-1% -$1.71M 9.35% 6
2023
Q3 		$172M Buy
722,617
+17,149
+2% +$3.98M 10.57% 5
2023
Q2 		$153M Buy
705,468
+52,202
+8% +$10.5M 10.51% 7
2023
Q1 		$132M Buy
653,266
+54,272
+9% +$12.4M 9.94% 6
2022
Q4 		$129M Sell
598,994
-65,361
-10% -$15.3M 11.82% 4
2022
Q3 		$145M Sell
664,355
-239,511
-26% -$50.9M 12.02% 3
2022
Q2 		$167M Buy
903,866
+250,600
+38% +$47.6M 12.89% 2
2022
Q1 		$132M Sell
653,266
-273,357
-30% -$47.6M 9.94% 6
2021
Q4 		$148M Buy
+926,623
New +$153M 9.94% 4

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

Darlington Partners Capital Management's LPLA Position: Q2 2026 in Review

Darlington Partners Capital Management increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $30M and bringing the position to 993,006 shares worth $280M. The position accounts for 12.35% of the portfolio, ranked #3.

Darlington Partners Capital Management first reported a position in LPLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $318M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Darlington Partners Capital Management held 993,006 shares of LPL Financial worth $280M as of Q2 2026.
  • Darlington Partners Capital Management bought 100,000 LPL Financial shares in Q2 2026, an estimated $30M.
  • LPL Financial made up 12.35% of Darlington Partners Capital Management's portfolio in Q2 2026, its #3 holding.
  • Darlington Partners Capital Management first reported a position in LPL Financial in Q4 2021 and has held it in 19 quarters since.
  • Darlington Partners Capital Management's LPL Financial position peaked at $318M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Darlington Partners Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.