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LPLA icon

IFM Investors’s LPL Financial LPLA Stock Holding History

IFM Investors’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 		$5.86M Buy
20,812
+1,561
+8% +$469K 0.04% 377
2026
Q1 		$5.79M Buy
19,251
+1,197
+7% +$402K 0.05% 332
2025
Q4 		$6.45M Buy
18,054
+675
+4% +$239K 0.05% 308
2025
Q3 		$5.92M Hold
17,379
– – 0.05% 306
2025
Q2 		$6.52M Buy
17,379
+2,684
+18% +$940K 0.06% 291
2025
Q1 		$4.81M Hold
14,695
– – 0.05% 334
2024
Q4 		$4.8M Sell
14,695
-1,181
-7% -$349K 0.05% 347
2024
Q3 		$3.69M Buy
15,876
+303
+2% +$68.3K 0.04% 427
2024
Q2 		$4.35M Hold
15,573
– – 0.04% 368
2024
Q1 		$4.11M Sell
15,573
-271
-2% -$68.4K 0.04% 370
2023
Q4 		$3.61M Hold
15,844
– – 0.04% 379
2023
Q3 		$3.77M Sell
15,844
-536
-3% -$124K 0.05% 350
2023
Q2 		$3.56M Sell
16,380
-562
-3% -$113K 0.05% 377
2023
Q1 		$3.43M Buy
16,942
+246
+1% +$56.2K 0.05% 356
2022
Q4 		$3.61M Buy
16,696
+2,501
+18% +$585K 0.06% 330
2022
Q3 		$3.1M Buy
14,195
+575
+4% +$122K 0.06% 338
2022
Q2 		$2.51M Buy
+13,620
New +$2.59M 0.04% 392

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

IFM Investors's LPLA Position: Q2 2026 in Review

IFM Investors increased its LPL Financial (LPLA) stake by 8.1% in Q2 2026, buying an estimated $469K and bringing the position to 20,812 shares worth $5.86M. The position accounts for 0.04% of the portfolio, ranked #377.

IFM Investors first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.52M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • IFM Investors held 20,812 shares of LPL Financial worth $5.86M as of Q2 2026.
  • IFM Investors bought 1,561 LPL Financial shares in Q2 2026, an estimated $469K.
  • LPL Financial made up 0.04% of IFM Investors's portfolio in Q2 2026, its #377 holding.
  • IFM Investors first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • IFM Investors's LPL Financial position peaked at $6.52M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.