GI
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GAMMA Investing’s LPL Financial LPLA Stock Holding History

GAMMA Investing’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 		$242K Buy
859
+20
+2% +$6K 0.01% 1123
2026
Q1 		$252K Buy
839
+59
+8% +$19.8K 0.01% 956
2025
Q4 		$279K Buy
780
+153
+24% +$54.1K 0.01% 813
2025
Q3 		$209K Buy
627
+6
+1% +$2.17K 0.01% 952
2025
Q2 		$233K Buy
621
+145
+30% +$50.8K 0.01% 818
2025
Q1 		$156K Buy
476
+119
+33% +$41.4K 0.01% 916
2024
Q4 		$117K Buy
357
+149
+72% +$44.1K 0.01% 997
2024
Q3 		$48.4K Sell
208
-8
-4% -$1.8K ﹤0.01% 1524
2024
Q2 		$60.3K Buy
216
+78
+57% +$21.2K 0.01% 1064
2024
Q1 		$36.5K Buy
138
+13
+10% +$3.28K 0.01% 1235
2023
Q4 		$29.9K Buy
+125
New +$28.1K 0.01% 1230

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

GAMMA Investing's LPLA Position: Q2 2026 in Review

GAMMA Investing increased its LPL Financial (LPLA) stake by 2.4% in Q2 2026, buying an estimated $6K and bringing the position to 859 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #1123.

GAMMA Investing first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $279K in Q4 2025. 102 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • GAMMA Investing held 859 shares of LPL Financial worth $242K as of Q2 2026.
  • GAMMA Investing bought 20 LPL Financial shares in Q2 2026, an estimated $6K.
  • LPL Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1123 holding.
  • GAMMA Investing first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's LPL Financial position peaked at $279K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.