Gillson Capital’s LPL Financial LPLA Stock Holding History

Gillson Capital’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	$10.5M	Buy	37,280 +15,280	+69%	+$4.59M	0.62%	54
2026 Q1	$6.62M	Buy	+22,000	New	+$7.38M	0.54%	52
2025 Q2	–	Sell	-12,500	Closed	-$4.09M	–	92
2025 Q1	$4.09M	Buy	+12,500	New	+$4.35M	0.35%	58
2023 Q2	–	Sell	-59,670	Closed	-$12.1M	–	105
2023 Q1	$12.1M	Buy	+59,670	New	+$13.6M	1%	36
2022 Q3	–	Sell	-10,890	Closed	-$2.01M	–	171
2022 Q2	$2.01M	Buy	+10,890	New	+$2.07M	0.19%	84
2022 Q1	–	Sell	-12,544	Closed	-$2.01M	–	248
2021 Q4	$2.01M	Sell	12,544 -48,540	-79%	-$8.01M	0.13%	114
2021 Q3	$9.58M	Buy	+61,084	New	+$8.77M	0.7%	47
2021 Q1	–	Sell	-69,267	Closed	-$7.22M	–	223
2020 Q4	$7.22M	Buy	+69,267	New	+$6.22M	0.79%	51
2020 Q3	–	Sell	-196,728	Closed	-$15.4M	–	89
2020 Q2	$15.4M	Sell	196,728 -45,975	-19%	-$3.07M	2.77%	6
2020 Q1	$13.2M	Buy	242,703 +159,960	+193%	+$12.9M	2.24%	17
2019 Q4	$7.63M	Buy	82,743 +15,452	+23%	+$1.33M	0.66%	46
2019 Q3	$5.51M	Buy	+67,291	New	+$5.39M	0.51%	56

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

Gillson Capital's LPLA Position: Q2 2026 in Review

Gillson Capital increased its LPL Financial (LPLA) stake by 69% in Q2 2026, buying an estimated $4.59M and bringing the position to 37,280 shares worth $10.5M. The position accounts for 0.62% of the portfolio, ranked #54.

Gillson Capital first reported a position in LPLA in Q3 2019 and has held it in 12 quarters since. The position peaked at $15.4M in Q2 2020. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Gillson Capital held 37,280 shares of LPL Financial worth $10.5M as of Q2 2026.
Gillson Capital bought 15,280 LPL Financial shares in Q2 2026, an estimated $4.59M.
LPL Financial made up 0.62% of Gillson Capital's portfolio in Q2 2026, its #54 holding.
Gillson Capital first reported a position in LPL Financial in Q3 2019 and has held it in 12 quarters since.
Gillson Capital's LPL Financial position peaked at $15.4M in Q2 2020.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.