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Gilbert & Cook’s LPL Financial LPLA Stock Holding History

Gilbert & Cook’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 		$634K Buy
2,250
+248
+12% +$74.4K 0.07% 136
2026
Q1 		$602K Buy
2,002
+572
+40% +$192K 0.08% 130
2025
Q4 		$511K Buy
1,430
+74
+5% +$26.2K 0.06% 150
2025
Q3 		$451K Buy
1,356
+262
+24% +$95K 0.06% 154
2025
Q2 		$410K Buy
1,094
+303
+38% +$106K 0.06% 160
2025
Q1 		$259K Buy
+791
New +$275K 0.04% 180

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

Gilbert & Cook's LPLA Position: Q2 2026 in Review

Gilbert & Cook increased its LPL Financial (LPLA) stake by 12% in Q2 2026, buying an estimated $74.4K and bringing the position to 2,250 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #136.

Gilbert & Cook first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Gilbert & Cook held 2,250 shares of LPL Financial worth $634K as of Q2 2026.
  • Gilbert & Cook bought 248 LPL Financial shares in Q2 2026, an estimated $74.4K.
  • LPL Financial made up 0.07% of Gilbert & Cook's portfolio in Q2 2026, its #136 holding.
  • Gilbert & Cook first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.