Gabelli Funds’s LPL Financial LPLA Stock Holding History

Gabelli Funds’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	$879K	Buy	3,122 +122	+4%	+$36.6K	0.01%	957
2026 Q1	$902K	Sell	3,000 -80	-3%	-$26.8K	0.01%	923
2025 Q4	$1.1M	Sell	3,080 -431	-12%	-$152K	0.01%	882
2025 Q3	$1.17M	Sell	3,511 -1,510	-30%	-$547K	0.01%	879
2025 Q2	$1.88M	Sell	5,021 -462	-8%	-$162K	0.01%	754
2025 Q1	$1.79M	Buy	5,483 +190	+4%	+$66.2K	0.01%	675
2024 Q4	$1.73M	Buy	5,293 +1,793	+51%	+$530K	0.01%	679
2024 Q3	$814K	Buy	+3,500	New	+$789K	0.01%	823

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

Gabelli Funds's LPLA Position: Q2 2026 in Review

Gabelli Funds increased its LPL Financial (LPLA) stake by 4.1% in Q2 2026, buying an estimated $36.6K and bringing the position to 3,122 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #957.

Gabelli Funds first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Gabelli Funds held 3,122 shares of LPL Financial worth $879K as of Q2 2026.
Gabelli Funds bought 122 LPL Financial shares in Q2 2026, an estimated $36.6K.
LPL Financial made up 0.01% of Gabelli Funds's portfolio in Q2 2026, its #957 holding.
Gabelli Funds first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
Gabelli Funds's LPL Financial position peaked at $1.88M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gabelli Funds's 13F filing for Q2 2026, filed 12 Aug 2026.