Davis Capital Management
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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
Q3 		$917 Buy
3
+1
+50% +$340 ﹤0.01% 518
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

Other funds holding LPLA

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Davis Capital Management's LPLA Position: Q3 2026 in Review

Davis Capital Management increased its LPL Financial (LPLA) stake by 50% in Q3 2026, buying an estimated $340 and bringing the position to 3 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Davis Capital Management first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Davis Capital Management held 3 shares of LPL Financial worth $917 as of Q3 2026.
  • Davis Capital Management bought 1 LPL Financial share in Q3 2026, an estimated $340.
  • LPL Financial made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #518 holding.
  • Davis Capital Management first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.