Dodge & Cox’s LPL Financial LPLA Stock Holding History

Dodge & Cox’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	$1.29B	Buy	4,578,679 +432,132	+10%	+$130M	0.68%	51
2026 Q1	$1.25B	Buy	4,146,547 +197,577	+5%	+$66.3M	0.69%	53
2025 Q4	$1.41B	Buy	3,948,970 +619,715	+19%	+$219M	0.76%	48
2025 Q3	$1.11B	Buy	3,329,255 +627,546	+23%	+$227M	0.6%	55
2025 Q2	$1.01B	Buy	2,701,709 +1,178,249	+77%	+$413M	0.57%	54
2025 Q1	$498M	Buy	1,523,460 +1,053,351	+224%	+$367M	0.28%	83
2024 Q4	$153M	Buy	470,109 +454,553	+2,922%	+$134M	0.09%	95
2024 Q3	$3.62M	Buy	+15,556	New	+$3.51M	﹤0.01%	139

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Dodge & Cox's LPLA Position: Q2 2026 in Review

Dodge & Cox increased its LPL Financial (LPLA) stake by 10% in Q2 2026, buying an estimated $130M and bringing the position to 4,578,679 shares worth $1.29B. The position accounts for 0.68% of the portfolio, ranked #51.

Dodge & Cox first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41B in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Dodge & Cox held 4,578,679 shares of LPL Financial worth $1.29B as of Q2 2026.
Dodge & Cox bought 432,132 LPL Financial shares in Q2 2026, an estimated $130M.
LPL Financial made up 0.68% of Dodge & Cox's portfolio in Q2 2026, its #51 holding.
Dodge & Cox first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
Dodge & Cox's LPL Financial position peaked at $1.41B in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.