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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
2025
Q1 		– Sell
-10,600
Closed -$3.46M – 441
2024
Q4 		$3.46M Buy
+10,600
New +$3.13M 0.07% 223
2024
Q3 		– Sell
-133
Closed -$3.71M – 406
2024
Q2 		$3.71M Buy
+133
New +$36.1K 0.08% 236
2023
Q4 		– Sell
-175
Closed -$4.16M – 337
2023
Q3 		$4.16M Buy
+175
New +$40.6K 0.13% 164
2021
Q2 		– Sell
-32,500
Closed -$4.62M – 308
2021
Q1 		$4.62M Buy
+32,500
New +$4.15M 0.18% 140

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. 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.