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Fidelis Capital Partners’s LPL Financial LPLA Stock Holding History

Fidelis Capital Partners’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 		$246K Sell
875
-164
-16% -$49.2K 0.01% 479
2026
Q1 		$313K Buy
1,039
+86
+9% +$28.9K 0.02% 396
2025
Q4 		$340K Sell
953
-17
-2% -$6.01K 0.02% 375
2025
Q3 		$323K Buy
970
+73
+8% +$26.5K 0.03% 376
2025
Q2 		$340K Buy
897
+102
+13% +$35.7K 0.03% 326
2025
Q1 		$250K Buy
795
+119
+18% +$41.4K 0.03% 361
2024
Q4 		$246K Buy
+676
New +$200K 0.02% 372

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelis Capital Partners's LPLA Position: Q2 2026 in Review

Fidelis Capital Partners reduced its LPL Financial (LPLA) stake by 16% in Q2 2026, selling an estimated $49.2K and leaving 875 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #479.

Fidelis Capital Partners first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fidelis Capital Partners held 875 shares of LPL Financial worth $246K as of Q2 2026.
  • Fidelis Capital Partners sold 164 LPL Financial shares in Q2 2026, an estimated $49.2K.
  • LPL Financial made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #479 holding.
  • Fidelis Capital Partners first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Fidelis Capital Partners's LPL Financial position peaked at $340K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.