InterCapital’s LPL Financial LPLA Stock Holding History

InterCapital’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	$2.25M	Hold	8,000	–	–	0.56%	44
2026 Q1	$2.41M	Buy	+8,000	New	+$2.68M	0.8%	34

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

InterCapital's LPLA Position: Q2 2026 in Review

InterCapital held its LPL Financial (LPLA) position steady in Q2 2026 at 8,000 shares worth $2.25M. The position accounts for 0.56% of the portfolio, ranked #44.

InterCapital first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.41M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

InterCapital held 8,000 shares of LPL Financial worth $2.25M as of Q2 2026.
InterCapital left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.56% of InterCapital's portfolio in Q2 2026, its #44 holding.
InterCapital first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
InterCapital's LPL Financial position peaked at $2.41M in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on InterCapital's 13F filing for Q2 2026, filed 14 Aug 2026.