Diamond Hill Capital Management’s LPL Financial LPLA Stock Holding History

Diamond Hill 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	$36.5M	Sell	129,413 -7,135	-5%	-$2.14M	0.29%	81
2026 Q1	$41.1M	Buy	136,548 +102,244	+298%	+$34.3M	0.26%	74
2025 Q4	$12.3M	Sell	34,304 -883	-3%	-$312K	0.06%	122
2025 Q3	$11.7M	Sell	35,187 -350	-1%	-$127K	0.06%	123
2025 Q2	$13.3M	Buy	35,537 +1,020	+3%	+$357K	0.06%	113
2025 Q1	$11.3M	Buy	34,517 +7,109	+26%	+$2.48M	0.05%	118
2024 Q4	$8.95M	Buy	+27,408	New	+$8.11M	0.04%	130

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

Diamond Hill Capital Management's LPLA Position: Q2 2026 in Review

Diamond Hill Capital Management reduced its LPL Financial (LPLA) stake by 5.2% in Q2 2026, selling an estimated $2.14M and leaving 129,413 shares worth $36.5M. The position accounts for 0.29% of the portfolio, ranked #81.

Diamond Hill Capital Management first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Diamond Hill Capital Management held 129,413 shares of LPL Financial worth $36.5M as of Q2 2026.
Diamond Hill Capital Management sold 7,135 LPL Financial shares in Q2 2026, an estimated $2.14M.
LPL Financial made up 0.29% of Diamond Hill Capital Management's portfolio in Q2 2026, its #81 holding.
Diamond Hill Capital Management first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
Diamond Hill Capital Management's LPL Financial position peaked at $41.1M in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Diamond Hill Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.