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Greenline Partners’s LPL Financial LPLA Stock Holding History

Greenline Partners’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 		$638K Hold
2,266
– – 0.06% 120
2026
Q1 		$682K Hold
2,266
– – 0.07% 110
2025
Q4 		$809K Hold
2,266
– – 0.09% 107
2025
Q3 		$754K Hold
2,266
– – 0.09% 106
2025
Q2 		$850K Hold
2,266
– – 0.11% 102
2025
Q1 		$741K Hold
2,266
– – 0.11% 101
2024
Q4 		$740K Hold
2,266
– – 0.1% 97
2024
Q3 		$527K Buy
+2,266
New +$511K 0.08% 107

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

Greenline Partners's LPLA Position: Q2 2026 in Review

Greenline Partners held its LPL Financial (LPLA) position steady in Q2 2026 at 2,266 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #120.

Greenline Partners first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $850K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Greenline Partners held 2,266 shares of LPL Financial worth $638K as of Q2 2026.
  • Greenline Partners left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.06% of Greenline Partners's portfolio in Q2 2026, its #120 holding.
  • Greenline Partners first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
  • Greenline Partners's LPL Financial position peaked at $850K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.