Fidelity International
LPLA icon

Fidelity International’s LPL Financial LPLA Stock Holding History

Fidelity International’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 		$177K Buy
627
+69
+12% +$20.7K ﹤0.01% 1036
2026
Q1 		$168K Buy
558
+130
+30% +$43.6K ﹤0.01% 952
2025
Q4 		$153K Sell
428
-124
-22% -$43.9K ﹤0.01% 926
2025
Q3 		$184K Buy
552
+2
+0.4% +$725 ﹤0.01% 883
2025
Q2 		$206K Buy
550
+378
+220% +$132K ﹤0.01% 857
2025
Q1 		$56.3K Buy
172
+5
+3% +$1.74K ﹤0.01% 870
2024
Q4 		$54.5K Sell
167
-2
-1% -$591 ﹤0.01% 877
2024
Q3 		$39.3K Buy
169
+28
+20% +$6.31K ﹤0.01% 907
2024
Q2 		$39.4K Buy
141
+48
+52% +$13K ﹤0.01% 868
2024
Q1 		$24.6K Buy
93
+12
+15% +$3.03K ﹤0.01% 822
2023
Q4 		$18.4K Buy
81
+20
+33% +$4.5K ﹤0.01% 794
2023
Q3 		$14.5K Sell
61
-182,218
-100% -$42.3M ﹤0.01% 762
2023
Q2 		$39.6M Sell
182,279
-29,431
-14% -$5.89M 0.04% 335
2023
Q1 		$42.9M Sell
211,710
-8,034
-4% -$1.84M 0.05% 312
2022
Q4 		$47.5M Sell
219,744
-50,725
-19% -$11.9M 0.06% 305
2022
Q3 		$59.1M Sell
270,469
-25,065
-8% -$5.33M 0.08% 254
2022
Q2 		$54.5M Sell
295,534
-35,085
-11% -$6.66M 0.06% 268
2022
Q1 		$60.4M Buy
+330,619
New +$57.6M 0.06% 277

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International's LPLA Position: Q2 2026 in Review

Fidelity International increased its LPL Financial (LPLA) stake by 12% in Q2 2026, buying an estimated $20.7K and bringing the position to 627 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Fidelity International first reported a position in LPLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $60.4M in Q1 2022. 636 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fidelity International held 627 shares of LPL Financial worth $177K as of Q2 2026.
  • Fidelity International bought 69 LPL Financial shares in Q2 2026, an estimated $20.7K.
  • LPL Financial made up ﹤0.01% of Fidelity International's portfolio in Q2 2026, its #1036 holding.
  • Fidelity International first reported a position in LPL Financial in Q1 2022 and has held it in 18 quarters since.
  • Fidelity International's LPL Financial position peaked at $60.4M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fidelity International's 13F filing for Q2 2026, filed 13 Aug 2026.