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GW&K Investment Management’s LPL Financial LPLA Stock Holding History

GW&K Investment 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 		$7.41M Sell
26,319
-745
-3% -$224K 0.06% 272
2026
Q1 		$8.14M Sell
27,064
-24,409
-47% -$8.19M 0.07% 264
2025
Q4 		$18.4M Buy
51,473
+110
+0.2% +$38.9K 0.16% 218
2025
Q3 		$17.1M Sell
51,363
-2,068
-4% -$750K 0.15% 219
2025
Q2 		$20M Sell
53,431
-345
-0.6% -$121K 0.18% 201
2025
Q1 		$17.6M Buy
+53,776
New +$18.7M 0.16% 215
2021
Q4 		– Sell
-950
Closed -$149K – 392
2021
Q3 		$149K Buy
950
+250
+36% +$35.9K ﹤0.01% 344
2021
Q2 		$94K Buy
+700
New +$102K ﹤0.01% 344

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

GW&K Investment Management's LPLA Position: Q2 2026 in Review

GW&K Investment Management reduced its LPL Financial (LPLA) stake by 2.8% in Q2 2026, selling an estimated $224K and leaving 26,319 shares worth $7.41M. The position accounts for 0.06% of the portfolio, ranked #272.

GW&K Investment Management first reported a position in LPLA in Q2 2021 and has held it in 8 quarters since. The position peaked at $20M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • GW&K Investment Management held 26,319 shares of LPL Financial worth $7.41M as of Q2 2026.
  • GW&K Investment Management sold 745 LPL Financial shares in Q2 2026, an estimated $224K.
  • LPL Financial made up 0.06% of GW&K Investment Management's portfolio in Q2 2026, its #272 holding.
  • GW&K Investment Management first reported a position in LPL Financial in Q2 2021 and has held it in 8 quarters since.
  • GW&K Investment Management's LPL Financial position peaked at $20M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.