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Interval Partners’s LPL Financial LPLA Stock Holding History

Interval Partners’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 		$30.6M Buy
108,628
+67,537
+164% +$20.3M 0.79% 31
2026
Q1 		$12.4M Buy
+41,091
New +$13.8M 0.32% 87
2025
Q2 		– Sell
-30,000
Closed -$9.81M – 439
2025
Q1 		$9.81M Sell
30,000
-2,024
-6% -$705K 0.21% 101
2024
Q4 		$10.5M Sell
32,024
-46,722
-59% -$13.8M 0.21% 110
2024
Q3 		$18.3M Buy
+78,746
New +$17.7M 0.41% 60
2024
Q1 		– Sell
-29,524
Closed -$6.72M – 347
2023
Q4 		$6.72M Sell
29,524
-55,659
-65% -$12.5M 0.19% 152
2023
Q3 		$20.2M Buy
85,183
+49,242
+137% +$11.4M 0.61% 41
2023
Q2 		$7.81M Buy
35,941
+22,099
+160% +$4.43M 0.28% 84
2023
Q1 		$2.8M Sell
13,842
-6,158
-31% -$1.41M 0.11% 177
2022
Q4 		$4.32M Buy
+20,000
New +$4.68M 0.26% 108
2020
Q2 		– Sell
-34,386
Closed -$1.87M – 257
2020
Q1 		$1.87M Buy
+34,386
New +$2.77M 0.14% 123
2019
Q2 		– Sell
-25,588
Closed -$1.78M – 239
2019
Q1 		$1.78M Sell
25,588
-21,018
-45% -$1.51M 0.07% 158
2018
Q4 		$2.85M Buy
46,606
+30,379
+187% +$1.85M 0.15% 123
2018
Q3 		$1.05M Buy
+16,227
New +$1.08M 0.04% 172
2018
Q1 		– Sell
-93,974
Closed -$5.37M – 237
2017
Q4 		$5.37M Sell
93,974
-133,955
-59% -$7.05M 0.22% 109
2017
Q3 		$11.8M Sell
227,929
-15,657
-6% -$720K 0.54% 48
2017
Q2 		$10.3M Sell
243,586
-20,417
-8% -$829K 0.45% 73
2017
Q1 		$10.5M Buy
264,003
+134,003
+103% +$5.27M 0.51% 59
2016
Q4 		$4.58M Buy
+130,000
New +$4.54M 0.28% 98
2015
Q2 		– Sell
-18,000
Closed -$789K – 158
2015
Q1 		$789K Buy
+18,000
New +$795K 0.1% 118

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

Interval Partners's LPLA Position: Q2 2026 in Review

Interval Partners increased its LPL Financial (LPLA) stake by 164% in Q2 2026, buying an estimated $20.3M and bringing the position to 108,628 shares worth $30.6M. The position accounts for 0.79% of the portfolio, ranked #31.

Interval Partners first reported a position in LPLA in Q1 2015 and has held it in 20 quarters since. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Interval Partners held 108,628 shares of LPL Financial worth $30.6M as of Q2 2026.
  • Interval Partners bought 67,537 LPL Financial shares in Q2 2026, an estimated $20.3M.
  • LPL Financial made up 0.79% of Interval Partners's portfolio in Q2 2026, its #31 holding.
  • Interval Partners first reported a position in LPL Financial in Q1 2015 and has held it in 20 quarters since.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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