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HM Payson & Co’s LPL Financial LPLA Stock Holding History

HM Payson & Co’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 		$2.09M Buy
7,405
+25
+0.3% +$7.5K 0.03% 164
2026
Q1 		$2.22M Sell
7,380
-175
-2% -$58.7K 0.03% 156
2025
Q4 		$2.7M Sell
7,555
-100
-1% -$35.4K 0.04% 138
2025
Q3 		$2.55M Buy
7,655
+94
+1% +$34.1K 0.04% 140
2025
Q2 		$2.84M Sell
7,561
-74
-1% -$25.9K 0.04% 131
2025
Q1 		$2.5M Sell
7,635
-177
-2% -$61.6K 0.04% 143
2024
Q4 		$2.55M Sell
7,812
-689
-8% -$204K 0.04% 136
2024
Q3 		$1.98M Sell
8,501
-198,974
-96% -$44.8M 0.03% 157
2024
Q2 		$57.9M Buy
207,475
+12,347
+6% +$3.35M 1.05% 34
2024
Q1 		$51.6M Buy
195,128
+99,987
+105% +$25.2M 0.96% 36
2023
Q4 		$21.7M Sell
95,141
-133,792
-58% -$30.1M 0.45% 53
2023
Q3 		$54.4M Buy
+228,933
New +$53.2M 1.28% 24
2022
Q4 		– Sell
-50
Closed -$11K – 975
2022
Q3 		$11K Hold
50
– – ﹤0.01% 773
2022
Q2 		$9K Buy
+50
New +$9.5K ﹤0.01% 824

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

HM Payson & Co's LPLA Position: Q2 2026 in Review

HM Payson & Co increased its LPL Financial (LPLA) stake by 0.34% in Q2 2026, buying an estimated $7.5K and bringing the position to 7,405 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #164.

HM Payson & Co first reported a position in LPLA in Q2 2022 and has held it in 14 quarters since. The position peaked at $57.9M in Q2 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • HM Payson & Co held 7,405 shares of LPL Financial worth $2.09M as of Q2 2026.
  • HM Payson & Co bought 25 LPL Financial shares in Q2 2026, an estimated $7.5K.
  • LPL Financial made up 0.03% of HM Payson & Co's portfolio in Q2 2026, its #164 holding.
  • HM Payson & Co first reported a position in LPL Financial in Q2 2022 and has held it in 14 quarters since.
  • HM Payson & Co's LPL Financial position peaked at $57.9M in Q2 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.