JG
LPLA icon

Jain Global’s LPL Financial LPLA Stock Holding History

Jain Global’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 		$15.4M Sell
54,840
-47,368
-46% -$14.2M 0.06% 285
2026
Q1 		$30.7M Sell
102,208
-29,319
-22% -$9.84M 0.13% 142
2025
Q4 		$47M Buy
131,527
+129,739
+7,256% +$45.9M 0.23% 87
2025
Q3 		$595K Sell
1,788
-3,004
-63% -$1.09M ﹤0.01% 717
2025
Q2 		$1.8M Buy
+4,792
New +$1.68M 0.01% 524

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

Jain Global's LPLA Position: Q2 2026 in Review

Jain Global reduced its LPL Financial (LPLA) stake by 46% in Q2 2026, selling an estimated $14.2M and leaving 54,840 shares worth $15.4M. The position accounts for 0.06% of the portfolio, ranked #285.

Jain Global first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $47M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Jain Global held 54,840 shares of LPL Financial worth $15.4M as of Q2 2026.
  • Jain Global sold 47,368 LPL Financial shares in Q2 2026, an estimated $14.2M.
  • LPL Financial made up 0.06% of Jain Global's portfolio in Q2 2026, its #285 holding.
  • Jain Global first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Jain Global's LPL Financial position peaked at $47M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jain Global's 13F filing for Q2 2026, filed 14 Aug 2026.