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Jefferies Financial Group’s LPL Financial LPLA Stock Holding History

Jefferies Financial Group’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 		$2.68M Buy
+9,500
New +$2.85M 0.02% 582
2023
Q4 		– Sell
-20,000
Closed -$4.75M – 1868
2023
Q3 		$4.75M Buy
+20,000
New +$4.64M 0.04% 353

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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 $3.38T AUM 44.17% 1-Year Est. Return

Jefferies Financial Group's LPLA Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in LPL Financial (LPLA) in Q2 2026: 3,256 shares worth $917K. The stake represents 0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in LPLA as recently as Q3 2025.

Jefferies Financial Group first reported a position in LPLA in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.68M in Q4 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Jefferies Financial Group held 3,256 shares of LPL Financial worth $917K as of Q2 2026.
  • LPL Financial was a new Jefferies Financial Group position in Q2 2026.
  • LPL Financial made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1002 holding.
  • Jefferies Financial Group first reported a position in LPL Financial in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's LPL Financial position peaked at $5.68M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.