Ensign Peak Advisors
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Ensign Peak Advisors’s LPL Financial LPLA Stock Holding History

Ensign Peak Advisors’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 		$24.2M Buy
86,043
+13,181
+18% +$3.96M 0.04% 286
2026
Q1 		$21.9M Sell
72,862
-37,016
-34% -$12.4M 0.04% 293
2025
Q4 		$39.2M Sell
109,878
-4,400
-4% -$1.56M 0.07% 208
2025
Q3 		$38M Buy
114,278
+13,696
+14% +$4.96M 0.06% 233
2025
Q2 		$37.7M Buy
100,582
+52,598
+110% +$18.4M 0.06% 222
2025
Q1 		$15.7M Buy
47,984
+220
+0.5% +$76.6K 0.03% 354
2024
Q4 		$15.6M Sell
47,764
-9,320
-16% -$2.76M 0.03% 363
2024
Q3 		$13.3M Sell
57,084
-18,522
-24% -$4.17M 0.02% 404
2024
Q2 		$21.1M Buy
75,606
+27,608
+58% +$7.49M 0.04% 308
2024
Q1 		$12.7M Sell
47,998
-1,042
-2% -$263K 0.02% 406
2023
Q4 		$11.2M Sell
49,040
-10,405
-18% -$2.34M 0.02% 406
2023
Q3 		$14.1M Buy
59,445
+15,420
+35% +$3.58M 0.03% 319
2023
Q2 		$9.57M Buy
44,025
+1,030
+2% +$206K 0.02% 424
2023
Q1 		$8.7M Sell
42,995
-6,951
-14% -$1.59M 0.02% 434
2022
Q4 		$10.8M Buy
49,946
+25,936
+108% +$6.06M 0.02% 392
2022
Q3 		$5.25M Buy
24,010
+4,710
+24% +$1M 0.01% 516
2022
Q2 		$3.56M Buy
19,300
+2,110
+12% +$401K 0.01% 617
2022
Q1 		$3.14M Hold
17,190
– – 0.01% 717
2021
Q4 		$2.75M Buy
+17,190
New +$2.84M 0.01% 848
2021
Q3 		– Sell
-1,695
Closed -$229K – 1868
2021
Q2 		$229K Sell
1,695
-3,515
-67% -$511K ﹤0.01% 1710
2021
Q1 		$741K Buy
5,210
+2,602
+100% +$332K ﹤0.01% 1515
2020
Q4 		$272K Sell
2,608
-13,152
-83% -$1.18M ﹤0.01% 1690
2020
Q3 		$1.21M Buy
15,760
+9,560
+154% +$759K ﹤0.01% 1228
2020
Q2 		$486K Sell
6,200
-9,200
-60% -$615K ﹤0.01% 1472
2020
Q1 		$838K Sell
15,400
-43,340
-74% -$3.49M ﹤0.01% 1238
2019
Q4 		$5.42M Buy
+58,740
New +$5.04M 0.01% 618

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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

Ensign Peak Advisors's LPLA Position: Q2 2026 in Review

Ensign Peak Advisors increased its LPL Financial (LPLA) stake by 18% in Q2 2026, buying an estimated $3.96M and bringing the position to 86,043 shares worth $24.2M. The position accounts for 0.04% of the portfolio, ranked #286.

Ensign Peak Advisors first reported a position in LPLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.2M in Q4 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ensign Peak Advisors held 86,043 shares of LPL Financial worth $24.2M as of Q2 2026.
  • Ensign Peak Advisors bought 13,181 LPL Financial shares in Q2 2026, an estimated $3.96M.
  • LPL Financial made up 0.04% of Ensign Peak Advisors's portfolio in Q2 2026, its #286 holding.
  • Ensign Peak Advisors first reported a position in LPL Financial in Q4 2019 and has held it in 26 quarters since.
  • Ensign Peak Advisors's LPL Financial position peaked at $39.2M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.