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Fieldview Capital Management’s LPL Financial LPLA Stock Holding History

Fieldview Capital Management’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 		$726K Sell
2,577
-348
-12% -$104K 0.21% 147
2026
Q1 		$880K Buy
2,925
+2,300
+368% +$772K 0.26% 121
2025
Q4 		$223K Buy
+625
New +$221K 0.04% 442
2025
Q1 		– Sell
-3,532
Closed -$1.15M – 514
2024
Q4 		$1.15M Buy
+3,532
New +$1.04M 0.18% 172

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

Fieldview Capital Management's LPLA Position: Q2 2026 in Review

Fieldview Capital Management reduced its LPL Financial (LPLA) stake by 12% in Q2 2026, selling an estimated $104K and leaving 2,577 shares worth $726K. The position accounts for 0.21% of the portfolio, ranked #147.

Fieldview Capital Management first reported a position in LPLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fieldview Capital Management held 2,577 shares of LPL Financial worth $726K as of Q2 2026.
  • Fieldview Capital Management sold 348 LPL Financial shares in Q2 2026, an estimated $104K.
  • LPL Financial made up 0.21% of Fieldview Capital Management's portfolio in Q2 2026, its #147 holding.
  • Fieldview Capital Management first reported a position in LPL Financial in Q4 2024 and has held it in 4 quarters since.
  • Fieldview Capital Management's LPL Financial position peaked at $1.15M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.