GCM
LPLA icon

Greenland Capital Management’s LPL Financial LPLA Stock Holding History

Greenland 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 		– Sell
-2,600
Closed -$780K – 345
2026
Q1 		$782K Sell
2,600
-300
-10% -$101K 0.1% 166
2025
Q4 		$1.04M Buy
+2,900
New +$1.03M 0.11% 188
2024
Q4 		– Sell
-916
Closed -$213K – 415
2024
Q3 		$213K Buy
+916
New +$206K 0.03% 303
2023
Q2 		– Sell
-4,004
Closed -$810K – 339
2023
Q1 		$810K Buy
+4,004
New +$915K 0.09% 216

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

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

Greenland Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2,600 shares — an estimated $780K sold.

Greenland Capital Management first reported a position in LPLA in Q1 2023 and held it in 4 quarters. The position peaked at $1.04M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Greenland Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Greenland Capital Management sold 2,600 LPL Financial shares in Q2 2026, an estimated $780K.
  • Greenland Capital Management first reported a position in LPL Financial in Q1 2023 and held it in 4 quarters.
  • Greenland Capital Management's LPL Financial position peaked at $1.04M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Greenland Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.