Impax Asset Management Group’s LPL Financial LPLA Stock Holding History

Impax Asset Management Group’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	$2.86M	Buy	10,143 +441	+5%	+$132K	0.02%	239
2026 Q1	$2.92M	Sell	9,702 -134	-1%	-$45K	0.02%	233
2025 Q4	$3.51M	Hold	9,836	–	–	0.02%	220
2025 Q3	$3.27M	Sell	9,836 -236	-2%	-$85.5K	0.02%	210
2025 Q2	$3.78M	Buy	+10,072	New	+$3.53M	0.02%	217
2024 Q3	–	Sell	-2,297	Closed	-$642K	–	326
2024 Q2	$642K	Buy	+2,297	New	+$623K	﹤0.01%	307
2022 Q3	–	Sell	-13,245	Closed	-$2.44M	–	409
2022 Q2	$2.44M	Hold	13,245	–	–	0.01%	222
2022 Q1	$2.42M	Sell	13,245 -68	-0.5%	-$11.8K	0.01%	236
2021 Q4	$2.13M	Sell	13,313 -364	-3%	-$60.1K	0.01%	243
2021 Q3	$2.14M	Hold	13,677	–	–	0.01%	245
2021 Q2	$1.85M	Hold	13,677	–	–	0.01%	251
2021 Q1	$1.94M	Buy	+13,677	New	+$1.75M	0.01%	242

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group's LPLA Position: Q2 2026 in Review

Impax Asset Management Group increased its LPL Financial (LPLA) stake by 4.5% in Q2 2026, buying an estimated $132K and bringing the position to 10,143 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #239.

Impax Asset Management Group first reported a position in LPLA in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.78M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Impax Asset Management Group held 10,143 shares of LPL Financial worth $2.86M as of Q2 2026.
Impax Asset Management Group bought 441 LPL Financial shares in Q2 2026, an estimated $132K.
LPL Financial made up 0.02% of Impax Asset Management Group's portfolio in Q2 2026, its #239 holding.
Impax Asset Management Group first reported a position in LPL Financial in Q1 2021 and has held it in 12 quarters since.
Impax Asset Management Group's LPL Financial position peaked at $3.78M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.