Johnson Financial Group Inc (Wisconsin)’s LPL Financial LPLA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-1	Closed	-$301	–	889
2026 Q1	$301	Sell	1 -43	-98%	-$14.4K	﹤0.01%	871
2025 Q4	$15.7K	Hold	44	–	–	﹤0.01%	615
2025 Q3	$14.6K	Buy	+44	New	+$15.9K	﹤0.01%	740
2023 Q1	–	Sell	-71	Closed	-$15.3K	–	678
2022 Q4	$15.3K	Sell	71 -71	-50%	-$16.6K	﹤0.01%	460
2022 Q3	$31K	Buy	142 +71	+100%	+$15.1K	﹤0.01%	395
2022 Q2	$13K	Hold	71	–	–	﹤0.01%	511
2022 Q1	$13K	Buy	+71	New	+$12.4K	﹤0.01%	561
2016 Q1	–	Sell	-425	Closed	-$18K	–	761
2015 Q4	$18K	Sell	425 -875	-67%	-$37.3K	﹤0.01%	550
2015 Q3	$52K	Hold	1,300	–	–	0.01%	465
2015 Q2	$60K	Buy	+1,300	New	+$56.2K	0.01%	468

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

Johnson Financial Group Inc (Wisconsin)'s LPLA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 1 share — an estimated $301 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LPLA in Q2 2015 and held it in 10 quarters. The position peaked at $60K in Q2 2015. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1 LPL Financial share in Q2 2026, an estimated $301.
Johnson Financial Group Inc (Wisconsin) first reported a position in LPL Financial in Q2 2015 and held it in 10 quarters.
Johnson Financial Group Inc (Wisconsin)'s LPL Financial position peaked at $60K in Q2 2015.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.