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Future Fund LLC’s LPL Financial LPLA Stock Holding History

Future Fund LLC’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 		– Sell
-5,210
Closed -$1.57M – 130
2026
Q1 		$1.57M Sell
5,210
-131
-2% -$44K 0.55% 81
2025
Q4 		$1.91M Sell
5,341
-258
-5% -$91.3K 0.6% 55
2025
Q3 		$1.86M Buy
5,599
+595
+12% +$216K 0.66% 42
2025
Q2 		$1.88M Buy
5,004
+353
+8% +$124K 0.84% 27
2025
Q1 		$1.52M Sell
4,651
-539
-10% -$188K 1.96% 12
2024
Q4 		$1.69M Hold
5,190
– – 4.84% 4
2024
Q3 		$1.46M Buy
5,190
+898
+21% +$202K 4.21% 6
2024
Q2 		$1.21M Buy
4,292
+2,900
+208% +$787K 3.04% 11
2024
Q1 		$368K Buy
1,392
+138
+11% +$34.8K 2.98% 17
2023
Q4 		$285K Sell
1,254
-200
-14% -$45K 0.79% 24
2023
Q3 		$346K Sell
1,454
-155
-10% -$36K 0.96% 10
2023
Q2 		$350K Buy
1,609
+295
+22% +$59.1K 3.33% 15
2023
Q1 		$266K Sell
1,314
-135
-9% -$30.9K 0.87% 11
2022
Q4 		$313K Buy
1,449
+51
+4% +$11.9K 1.07% 11
2022
Q3 		$305K Sell
1,398
-52
-4% -$11.1K 0.61% 8
2022
Q2 		$267K Sell
1,450
-102
-7% -$19.4K 0.61% 12
2022
Q1 		$284K Sell
1,552
-758
-33% -$132K 0.33% 24
2021
Q4 		$370K Buy
+2,310
New +$381K 0.32% 27

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

Future Fund LLC's LPLA Position: Q2 2026 in Review

Future Fund LLC sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 5,210 shares — an estimated $1.57M sold.

Future Fund LLC first reported a position in LPLA in Q4 2021 and held it in 18 quarters. The position peaked at $1.91M in Q4 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Future Fund LLC reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Future Fund LLC sold 5,210 LPL Financial shares in Q2 2026, an estimated $1.57M.
  • Future Fund LLC first reported a position in LPL Financial in Q4 2021 and held it in 18 quarters.
  • Future Fund LLC's LPL Financial position peaked at $1.91M in Q4 2025.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Future Fund LLC's 13F filing for Q2 2026, filed 12 Aug 2026.