De Burlo Group’s LPL Financial LPLA Stock Holding History

De Burlo 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	$254K	Sell	900 -100	-10%	-$30K	0.05%	86
2026 Q1	$301K	Hold	1,000	–	–	0.07%	79
2025 Q4	$357K	Hold	1,000	–	–	0.04%	72
2025 Q3	$333K	Hold	1,000	–	–	0.04%	72
2025 Q2	$375K	Hold	1,000	–	–	0.05%	72
2025 Q1	$327K	Hold	1,000	–	–	0.05%	71
2024 Q4	$327K	Buy	+1,000	New	+$296K	0.04%	73
2024 Q3	–	Sell	-750	Closed	-$209K	–	83
2024 Q2	$209K	Buy	+750	New	+$204K	0.03%	79
2023 Q2	–	Sell	-6,600	Closed	-$1.34M	–	89
2023 Q1	$1.34M	Buy	+6,600	New	+$1.51M	0.26%	57

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

De Burlo Group's LPLA Position: Q2 2026 in Review

De Burlo Group reduced its LPL Financial (LPLA) stake by 10% in Q2 2026, selling an estimated $30K and leaving 900 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #86.

De Burlo Group first reported a position in LPLA in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

De Burlo Group held 900 shares of LPL Financial worth $254K as of Q2 2026.
De Burlo Group sold 100 LPL Financial shares in Q2 2026, an estimated $30K.
LPL Financial made up 0.05% of De Burlo Group's portfolio in Q2 2026, its #86 holding.
De Burlo Group first reported a position in LPL Financial in Q1 2023 and has held it in 9 quarters since.
De Burlo Group's LPL Financial position peaked at $1.34M in Q1 2023.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.