Foresight Global Investors’s LPL Financial LPLA Stock Holding History

Foresight Global Investors’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	$404K	Sell	1,436 -23	-2%	-$6.9K	0.25%	22
2026 Q1	$439K	Hold	1,459	–	–	0.29%	19
2025 Q4	$521K	Hold	1,459	–	–	0.25%	15
2025 Q3	$485K	Buy	+1,459	New	+$529K	0.29%	16
2024 Q4	–	Sell	-6,649	Closed	-$1.55M	–	31
2024 Q3	$1.55M	Buy	6,649 +1,100	+20%	+$248K	0.84%	16
2024 Q2	$1.55M	Hold	5,549	–	–	0.75%	17
2024 Q1	$1.47M	Hold	5,549	–	–	0.72%	20
2023 Q4	$1.26M	Sell	5,549 -1,671	-23%	-$376K	0.72%	24
2023 Q3	$1.72M	Buy	7,220 +4,260	+144%	+$989K	0.95%	16
2023 Q2	$644K	Hold	2,960	–	–	0.35%	40
2023 Q1	$599K	Buy	+2,960	New	+$677K	0.43%	33

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

Foresight Global Investors's LPLA Position: Q2 2026 in Review

Foresight Global Investors reduced its LPL Financial (LPLA) stake by 1.6% in Q2 2026, selling an estimated $6.9K and leaving 1,436 shares worth $404K. The position accounts for 0.25% of the portfolio, ranked #22.

Foresight Global Investors first reported a position in LPLA in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q3 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Foresight Global Investors held 1,436 shares of LPL Financial worth $404K as of Q2 2026.
Foresight Global Investors sold 23 LPL Financial shares in Q2 2026, an estimated $6.9K.
LPL Financial made up 0.25% of Foresight Global Investors's portfolio in Q2 2026, its #22 holding.
Foresight Global Investors first reported a position in LPL Financial in Q1 2023 and has held it in 11 quarters since.
Foresight Global Investors's LPL Financial position peaked at $1.72M in Q3 2023.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Foresight Global Investors's 13F filing for Q2 2026, filed 11 Aug 2026.