Gables Capital Management’s LPL Financial LPLA Stock Holding History

Gables Capital 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	$113K	Hold	400	–	–	0.04%	184
2026 Q1	$120K	Hold	400	–	–	0.05%	166
2025 Q4	$143K	Hold	400	–	–	0.06%	152
2025 Q3	$133K	Hold	400	–	–	0.06%	151
2025 Q2	$150K	Hold	400	–	–	0.07%	140
2025 Q1	$131K	Hold	400	–	–	0.06%	151
2024 Q4	$131K	Hold	400	–	–	0.06%	149
2024 Q3	$93.1K	Hold	400	–	–	0.05%	169
2024 Q2	$112K	Hold	400	–	–	0.06%	149
2024 Q1	$106K	Hold	400	–	–	0.06%	151
2023 Q4	$91K	Hold	400	–	–	0.06%	156
2023 Q3	$95.1K	Hold	400	–	–	0.07%	148
2023 Q2	$87K	Hold	400	–	–	0.06%	157
2023 Q1	$81K	Hold	400	–	–	0.06%	157
2022 Q4	$86.5K	Hold	400	–	–	0.06%	155
2022 Q3	$87K	Hold	400	–	–	0.07%	151
2022 Q2	$74K	Hold	400	–	–	0.06%	169
2022 Q1	$73K	Hold	400	–	–	0.05%	185
2021 Q4	$64K	Hold	400	–	–	0.04%	184
2021 Q3	$63K	Hold	400	–	–	0.04%	183
2021 Q2	$54K	Hold	400	–	–	0.04%	194
2021 Q1	$57K	Buy	400 +88	+28%	+$11.2K	0.03%	207
2020 Q4	$33K	Hold	312	–	–	0.02%	235
2020 Q3	$24K	Hold	312	–	–	0.02%	253
2020 Q2	$24K	Hold	312	–	–	0.02%	241
2020 Q1	$17K	Buy	+312	New	+$25.2K	0.01%	259

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

Gables Capital Management's LPLA Position: Q2 2026 in Review

Gables Capital Management held its LPL Financial (LPLA) position steady in Q2 2026 at 400 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #184.

Gables Capital Management first reported a position in LPLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $150K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Gables Capital Management held 400 shares of LPL Financial worth $113K as of Q2 2026.
Gables Capital Management left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.04% of Gables Capital Management's portfolio in Q2 2026, its #184 holding.
Gables Capital Management first reported a position in LPL Financial in Q1 2020 and has held it in 26 quarters since.
Gables Capital Management's LPL Financial position peaked at $150K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.