Illinois Municipal Retirement Fund
LPLA icon

Illinois Municipal Retirement Fund’s LPL Financial LPLA Stock Holding History

Illinois Municipal Retirement Fund’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 		$1.94M Sell
6,893
-7,379
-52% -$2.21M 0.02% 641
2026
Q1 		$4.29M Sell
14,272
-5,244
-27% -$1.76M 0.05% 369
2025
Q4 		$6.97M Sell
19,516
-2,213
-10% -$783K 0.09% 265
2025
Q3 		$7.23M Buy
21,729
+2,295
+12% +$832K 0.09% 269
2025
Q2 		$7.29M Buy
19,434
+1,692
+10% +$593K 0.1% 257
2025
Q1 		$5.8M Hold
17,742
– – 0.08% 283
2024
Q4 		$5.79M Hold
17,742
– – 0.08% 286
2024
Q3 		$4.13M Hold
17,742
– – 0.06% 336
2024
Q2 		$4.96M Hold
17,742
– – 0.08% 293
2024
Q1 		$4.69M Hold
17,742
– – 0.07% 308
2023
Q4 		$4.04M Hold
17,742
– – 0.07% 313
2023
Q3 		$4.22M Hold
17,742
– – 0.08% 285
2023
Q2 		$3.86M Hold
17,742
– – 0.08% 305
2023
Q1 		$3.59M Hold
17,742
– – 0.08% 303
2022
Q4 		$3.83M Sell
17,742
-1,944
-10% -$454K 0.09% 294
2022
Q3 		$4.3M Hold
19,686
– – 0.11% 249
2022
Q2 		$3.63M Buy
19,686
+6,890
+54% +$1.31M 0.09% 289
2022
Q1 		$2.34M Hold
12,796
– – 0.07% 296
2021
Q4 		$2.05M Buy
12,796
+2,702
+27% +$446K 0.06% 329
2021
Q3 		$1.58M Hold
10,094
– – 0.06% 343
2021
Q2 		$1.36M Hold
10,094
– – 0.06% 374
2021
Q1 		$1.44M Hold
10,094
– – 0.06% 342
2020
Q4 		$1.05M Buy
10,094
+4,859
+93% +$437K 0.05% 405
2020
Q3 		$401K Buy
+5,235
New +$416K 0.05% 456

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
Jupiter Topco
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
Samlyn Capital
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

Illinois Municipal Retirement Fund's LPLA Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its LPL Financial (LPLA) stake by 52% in Q2 2026, selling an estimated $2.21M and leaving 6,893 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #641.

Illinois Municipal Retirement Fund first reported a position in LPLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.29M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Illinois Municipal Retirement Fund held 6,893 shares of LPL Financial worth $1.94M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 7,379 LPL Financial shares in Q2 2026, an estimated $2.21M.
  • LPL Financial made up 0.02% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #641 holding.
  • Illinois Municipal Retirement Fund first reported a position in LPL Financial in Q3 2020 and has held it in 24 quarters since.
  • Illinois Municipal Retirement Fund's LPL Financial position peaked at $7.29M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.