IIM
LPLA icon

INTECH Investment Management’s LPL Financial LPLA Stock Holding History

INTECH 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 		$1.14M Buy
4,055
+592
+17% +$178K 0.01% 966
2026
Q1 		$1.04M Sell
3,463
-648
-16% -$217K 0.01% 998
2025
Q4 		$1.47M Sell
4,111
-1,642
-29% -$581K 0.01% 909
2025
Q3 		$1.91M Buy
5,753
+1,620
+39% +$587K 0.02% 800
2025
Q2 		$1.55M Sell
4,133
-230
-5% -$80.6K 0.01% 931
2025
Q1 		$1.43M Sell
4,363
-2,450
-36% -$853K 0.01% 973
2024
Q4 		$2.22M Sell
6,813
-85,186
-93% -$25.2M 0.02% 651
2024
Q3 		$21.4M Buy
91,999
+66,932
+267% +$15.1M 0.24% 74
2024
Q2 		$7M Sell
25,067
-16,783
-40% -$4.56M 0.09% 207
2024
Q1 		$11.1M Buy
41,850
+11,703
+39% +$2.95M 0.16% 126
2023
Q4 		$6.86M Sell
30,147
-2,641
-8% -$594K 0.1% 204
2023
Q3 		$7.79M Buy
32,788
+10,119
+45% +$2.35M 0.11% 194
2023
Q2 		$4.93M Buy
22,669
+926
+4% +$185K 0.05% 277
2023
Q1 		$4.4M Sell
21,743
-4,393
-17% -$1M 0.04% 386
2022
Q4 		$5.65M Sell
26,136
-3,135
-11% -$733K 0.04% 364
2022
Q3 		$6.4M Buy
29,271
+25,520
+680% +$5.43M 0.05% 332
2022
Q2 		$692K Buy
+3,751
New +$712K ﹤0.01% 575

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

INTECH Investment Management's LPLA Position: Q2 2026 in Review

INTECH Investment Management increased its LPL Financial (LPLA) stake by 17% in Q2 2026, buying an estimated $178K and bringing the position to 4,055 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #966.

INTECH Investment Management first reported a position in LPLA in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.4M in Q3 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • INTECH Investment Management held 4,055 shares of LPL Financial worth $1.14M as of Q2 2026.
  • INTECH Investment Management bought 592 LPL Financial shares in Q2 2026, an estimated $178K.
  • LPL Financial made up 0.01% of INTECH Investment Management's portfolio in Q2 2026, its #966 holding.
  • INTECH Investment Management first reported a position in LPL Financial in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's LPL Financial position peaked at $21.4M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.