FGP
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Foyston, Gordon, & Payne’s LPL Financial LPLA Stock Holding History

Foyston, Gordon, & Payne’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 		$10.3M Buy
36,282
+7,558
+26% +$2.27M 2.2% 16
2026
Q1 		$8.64M Buy
+28,724
New +$9.64M 1.99% 19

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

Foyston, Gordon, & Payne's LPLA Position: Q2 2026 in Review

Foyston, Gordon, & Payne increased its LPL Financial (LPLA) stake by 26% in Q2 2026, buying an estimated $2.27M and bringing the position to 36,282 shares worth $10.3M. The position accounts for 2.2% of the portfolio, ranked #16.

Foyston, Gordon, & Payne first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Foyston, Gordon, & Payne held 36,282 shares of LPL Financial worth $10.3M as of Q2 2026.
  • Foyston, Gordon, & Payne bought 7,558 LPL Financial shares in Q2 2026, an estimated $2.27M.
  • LPL Financial made up 2.2% of Foyston, Gordon, & Payne's portfolio in Q2 2026, its #16 holding.
  • Foyston, Gordon, & Payne first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Foyston, Gordon, & Payne's 13F filing for Q2 2026, filed 12 Aug 2026.