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Fox Run Management’s LPL Financial LPLA Stock Holding History

Fox Run 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 		$679K Buy
+2,411
New +$724K 0.11% 352
2026
Q1 		– Sell
-3,394
Closed -$1.21M – 1091
2025
Q4 		$1.21M Buy
+3,394
New +$1.2M 0.19% 137
2025
Q2 		– Sell
-1,035
Closed -$339K – 1063
2025
Q1 		$339K Buy
+1,035
New +$360K 0.05% 634
2024
Q4 		– Sell
-1,410
Closed -$328K – 1044
2024
Q3 		$328K Sell
1,410
-102
-7% -$23K 0.07% 510
2024
Q2 		$422K Sell
1,512
-1,557
-51% -$423K 0.08% 473
2024
Q1 		$811K Buy
3,069
+1,317
+75% +$332K 0.17% 204
2023
Q4 		$399K Buy
+1,752
New +$394K 0.1% 380
2023
Q3 		– Sell
-2,700
Closed -$587K – 862
2023
Q2 		$587K Buy
2,700
+1,667
+161% +$334K 0.17% 240
2023
Q1 		$209K Sell
1,033
-1,681
-62% -$384K 0.07% 522
2022
Q4 		$587K Buy
2,714
+388
+17% +$90.7K 0.24% 123
2022
Q3 		$508K Buy
+2,326
New +$495K 0.2% 171
2017
Q2 		– Sell
-9,500
Closed -$378K – 733
2017
Q1 		$378K Sell
9,500
-3,000
-24% -$118K 0.15% 283
2016
Q4 		$440K Buy
+12,500
New +$437K 0.23% 167

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

Fox Run Management's LPLA Position: Q2 2026 in Review

Fox Run Management opened a new position in LPL Financial (LPLA) in Q2 2026: 2,411 shares worth $679K. The stake represents 0.11% of the portfolio and ranks #352 among its holdings. This is a return to the name: Fox Run Management previously reported a position in LPLA as recently as Q4 2025.

Fox Run Management first reported a position in LPLA in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Fox Run Management held 2,411 shares of LPL Financial worth $679K as of Q2 2026.
  • LPL Financial was a new Fox Run Management position in Q2 2026.
  • LPL Financial made up 0.11% of Fox Run Management's portfolio in Q2 2026, its #352 holding.
  • Fox Run Management first reported a position in LPL Financial in Q4 2016 and has held it in 13 quarters since.
  • Fox Run Management's LPL Financial position peaked at $1.21M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.