J. Goldman & Co’s LPL Financial LPLA Stock Holding History

J. Goldman & Co’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	–	Sell	-8,300	Closed	-$2.5M	–	826
2026 Q1	$2.5M	Buy	+8,300	New	+$2.78M	0.07%	291

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

J. Goldman & Co's LPLA Position: Q2 2026 in Review

J. Goldman & Co sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 8,300 shares — an estimated $2.5M sold.

J. Goldman & Co first reported a position in LPLA in Q1 2026 and held it in 1 quarter. The position peaked at $2.5M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

J. Goldman & Co reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 8,300 LPL Financial shares in Q2 2026, an estimated $2.5M.
J. Goldman & Co first reported a position in LPL Financial in Q1 2026 and held it in 1 quarter.
J. Goldman & Co's LPL Financial position peaked at $2.5M in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.