Goldman Sachs’s LPL Financial LPLA Stock Holding History

Goldman Sachs’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
2018 Q1	–	Sell	-8,100	Closed	-$463K	–	6184
2017 Q4	$463K	Buy	+8,100	New	+$426K	﹤0.01%	4881

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs's LPLA Position: Q2 2026 in Review

Goldman Sachs increased its LPL Financial (LPLA) stake by 370% in Q2 2026, buying an estimated $401M and bringing the position to 1,695,954 shares worth $478M. The position accounts for 0.04% of the portfolio, ranked #423.

Goldman Sachs first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Goldman Sachs held 1,695,954 shares of LPL Financial worth $478M as of Q2 2026.
Goldman Sachs bought 1,335,148 LPL Financial shares in Q2 2026, an estimated $401M.
LPL Financial made up 0.04% of Goldman Sachs's portfolio in Q2 2026, its #423 holding.
Goldman Sachs first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.