Flynn Zito Capital Management’s LPL Financial LPLA Stock Holding History

Flynn Zito 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	$2.44M	Buy	8,666 +5	+0.1%	+$1.5K	0.66%	32
2026 Q1	$2.61M	Buy	8,661 +6	+0.1%	+$2.01K	0.83%	30
2025 Q4	$3.09M	Hold	8,655	–	–	1.11%	21
2025 Q3	$2.88M	Buy	8,655 +21	+0.2%	+$7.61K	1.06%	22
2025 Q2	$3.24M	Hold	8,634	–	–	1.36%	18
2025 Q1	$2.82M	Hold	8,634	–	–	1.3%	18
2024 Q4	$2.82M	Hold	8,634	–	–	1.31%	16
2024 Q3	$2.01M	Hold	8,634	–	–	0.97%	19
2024 Q2	$2.41M	Hold	8,634	–	–	1.23%	18
2024 Q1	$2.28M	Hold	8,634	–	–	1.18%	19
2023 Q4	$1.97M	Hold	8,634	–	–	1.33%	14
2023 Q3	$2.05M	Hold	8,634	–	–	1.44%	13
2023 Q2	$1.88M	Hold	8,634	–	–	1.27%	14
2023 Q1	$1.75M	Hold	8,634	–	–	1.27%	15
2022 Q4	$1.87M	Sell	8,634 -278	-3%	-$65K	1.56%	14
2022 Q3	$1.95M	Buy	+8,912	New	+$1.9M	1.93%	11
2022 Q2	–	Sell	-8,912	Closed	-$1.63M	–	93
2022 Q1	$1.63M	Hold	8,912	–	–	1.38%	14
2021 Q4	$1.43M	Buy	+8,912	New	+$1.47M	1.21%	17

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Flynn Zito Capital Management's LPLA Position: Q2 2026 in Review

Flynn Zito Capital Management increased its LPL Financial (LPLA) stake by 0.06% in Q2 2026, buying an estimated $1.5K and bringing the position to 8,666 shares worth $2.44M. The position accounts for 0.66% of the portfolio, ranked #32.

Flynn Zito Capital Management first reported a position in LPLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.24M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Flynn Zito Capital Management held 8,666 shares of LPL Financial worth $2.44M as of Q2 2026.
Flynn Zito Capital Management bought 5 LPL Financial shares in Q2 2026, an estimated $1.5K.
LPL Financial made up 0.66% of Flynn Zito Capital Management's portfolio in Q2 2026, its #32 holding.
Flynn Zito Capital Management first reported a position in LPL Financial in Q4 2021 and has held it in 18 quarters since.
Flynn Zito Capital Management's LPL Financial position peaked at $3.24M in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.