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Israel Englander’s LPL Financial LPLA Stock Holding History

Israel Englander’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 		$1.1M Sell
3,900
-2,500
-39% -$750K ﹤0.01% 4254
2026
Q1 		$1.93M Buy
6,400
+3,000
+88% +$1.01M ﹤0.01% 3907
2025
Q4 		$1.21M Buy
3,400
+2,600
+325% +$920K ﹤0.01% 4355
2025
Q3 		$266K Sell
800
-4,200
-84% -$1.52M ﹤0.01% 5396
2025
Q2 		$1.87M Sell
5,000
-10,300
-67% -$3.61M ﹤0.01% 3934
2025
Q1 		$5.01M Sell
15,300
-3,700
-19% -$1.29M ﹤0.01% 2858
2024
Q4 		$6.2M Buy
19,000
+9,100
+92% +$2.69M ﹤0.01% 2630
2024
Q3 		$2.3M Buy
+9,900
New +$2.23M ﹤0.01% 3578
2021
Q2 		– Sell
-4,000
Closed -$569K – 6845
2021
Q1 		$569K Sell
4,000
-83,500
-95% -$10.7M ﹤0.01% 4722
2020
Q4 		$9.12M Buy
+87,500
New +$7.86M 0.01% 1832

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

Israel Englander's LPLA Position: Q2 2026 in Review

Israel Englander reduced its LPL Financial (LPLA) stake by 77% in Q2 2026, selling an estimated $205M and leaving 206,159 shares worth $58.1M. The position accounts for 0.02% of the portfolio, ranked #809.

Israel Englander first reported a position in LPLA in Q2 2013 and has held it in 46 quarters since. The position peaked at $350M in Q3 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Israel Englander held 206,159 shares of LPL Financial worth $58.1M as of Q2 2026.
  • Israel Englander sold 684,094 LPL Financial shares in Q2 2026, an estimated $205M.
  • LPL Financial made up 0.02% of Israel Englander's portfolio in Q2 2026, its #809 holding.
  • Israel Englander first reported a position in LPL Financial in Q2 2013 and has held it in 46 quarters since.
  • Israel Englander's LPL Financial position peaked at $350M in Q3 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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