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Freestone Grove Partners’s LPL Financial LPLA Stock Holding History

Freestone Grove Partners’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 		$50.2M Buy
+178,123
New +$53.5M 0.32% 84
2025
Q3 		– Sell
-53,517
Closed -$20.1M – 818
2025
Q2 		$20.1M Buy
+53,517
New +$18.7M 0.15% 194

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

Freestone Grove Partners's LPLA Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 178,123 shares worth $50.2M. The stake represents 0.32% of the portfolio and ranks #84 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in LPLA as recently as Q2 2025.

Freestone Grove Partners first reported a position in LPLA in Q2 2025 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Freestone Grove Partners held 178,123 shares of LPL Financial worth $50.2M as of Q2 2026.
  • LPL Financial was a new Freestone Grove Partners position in Q2 2026.
  • LPL Financial made up 0.32% of Freestone Grove Partners's portfolio in Q2 2026, its #84 holding.
  • Freestone Grove Partners first reported a position in LPL Financial in Q2 2025 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.