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Davis Capital Management’s LPL Financial LPLA Stock Holding History

Davis 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 		$563 Buy
+2
New +$600 ﹤0.01% 595
2025
Q4 		– Sell
-1
Closed -$333 – 628
2025
Q3 		$333 Buy
+1
New +$362 ﹤0.01% 459

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Boston Partners
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JT
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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

Davis Capital Management's LPLA Position: Q2 2026 in Review

Davis Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 2 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in LPLA as recently as Q3 2025.

Davis Capital Management first reported a position in LPLA in Q3 2025 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Davis Capital Management held 2 shares of LPL Financial worth $563 as of Q2 2026.
  • LPL Financial was a new Davis Capital Management position in Q2 2026.
  • LPL Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #595 holding.
  • Davis Capital Management first reported a position in LPL Financial in Q3 2025 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.