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	$1.77M	Buy	+6,300	New	+$1.89M	0.05%	237
2026 Q1	–	Sell	-26,900	Closed	-$9.61M	–	329
2025 Q4	$9.61M	Buy	+26,900	New	+$9.51M	0.17%	144
2025 Q2	–	Sell	-16,000	Closed	-$5.23M	–	438
2025 Q1	$5.23M	Buy	+16,000	New	+$5.57M	0.11%	165
2022 Q4	–	Sell	-10,000	Closed	-$2.19M	–	278
2022 Q3	$2.19M	Sell	10,000 -10,000	-50%	-$2.13M	0.1%	193
2022 Q2	$3.69M	Sell	20,000 -1,700	-8%	-$323K	0.19%	136
2022 Q1	$3.96M	Buy	21,700 +6,700	+45%	+$1.17M	0.19%	132
2021 Q4	$2.4M	Hold	15,000	–	–	0.1%	174
2021 Q3	$2.35M	Sell	15,000 -10,000	-40%	-$1.44M	0.1%	202
2021 Q2	$3.38M	Buy	+25,000	New	+$3.64M	0.14%	166

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

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. 763 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.
763 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.