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Ethic Inc’s LPL Financial LPLA Stock Holding History

Ethic Inc’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 		$1.5M Buy
5,340
+193
+4% +$57.9K 0.02% 595
2026
Q1 		$1.55M Sell
5,147
-267
-5% -$89.6K 0.02% 525
2025
Q4 		$1.93M Sell
5,414
-346
-6% -$122K 0.03% 465
2025
Q3 		$1.92M Sell
5,760
-852
-13% -$309K 0.03% 461
2025
Q2 		$2.41M Buy
6,612
+1,130
+21% +$396K 0.04% 389
2025
Q1 		$1.84M Buy
5,482
+562
+11% +$196K 0.04% 434
2024
Q4 		$1.61M Sell
4,920
-237
-5% -$70.1K 0.03% 468
2024
Q3 		$1.36M Sell
5,157
-751
-13% -$169K 0.03% 487
2024
Q2 		$1.65M Buy
5,908
+751
+15% +$204K 0.04% 440
2024
Q1 		$1.36M Buy
5,157
+987
+24% +$249K 0.03% 487
2023
Q4 		$949K Sell
4,170
-742
-15% -$167K 0.03% 551
2023
Q3 		$1.17M Buy
4,912
+769
+19% +$179K 0.04% 441
2023
Q2 		$901K Sell
4,143
-717
-15% -$144K 0.03% 482
2023
Q1 		$984K Buy
4,860
+566
+13% +$129K 0.04% 454
2022
Q4 		$928K Buy
4,294
+462
+12% +$108K 0.05% 394
2022
Q3 		$837K Buy
3,832
+736
+24% +$157K 0.06% 368
2022
Q2 		$571K Buy
3,096
+1,185
+62% +$225K 0.04% 442
2022
Q1 		$349K Sell
1,911
-368
-16% -$64.1K 0.02% 562
2021
Q4 		$365K Buy
2,279
+479
+27% +$79.1K 0.03% 478
2021
Q3 		$282K Buy
1,800
+223
+14% +$32K 0.03% 495
2021
Q2 		$213K Buy
+1,577
New +$229K 0.03% 529

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

Ethic Inc's LPLA Position: Q2 2026 in Review

Ethic Inc increased its LPL Financial (LPLA) stake by 3.7% in Q2 2026, buying an estimated $57.9K and bringing the position to 5,340 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #595.

Ethic Inc first reported a position in LPLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.41M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Ethic Inc held 5,340 shares of LPL Financial worth $1.5M as of Q2 2026.
  • Ethic Inc bought 193 LPL Financial shares in Q2 2026, an estimated $57.9K.
  • LPL Financial made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #595 holding.
  • Ethic Inc first reported a position in LPL Financial in Q2 2021 and has held it in 21 quarters since.
  • Ethic Inc's LPL Financial position peaked at $2.41M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.