Jones Financial Companies
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Jones Financial Companies’s LPL Financial LPLA Stock Holding History

Jones Financial Companies’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 		$6.01M Buy
22,345
+1,422
+7% +$427K ﹤0.01% 1113
2026
Q1 		$6.21M Buy
20,923
+18,906
+937% +$6.34M ﹤0.01% 995
2025
Q4 		$720K Buy
2,017
+894
+80% +$316K ﹤0.01% 1358
2025
Q3 		$382K Buy
1,123
+369
+49% +$134K ﹤0.01% 1509
2025
Q2 		$275K Buy
754
+456
+153% +$160K ﹤0.01% 1527
2025
Q1 		$100K Buy
298
+160
+116% +$55.7K ﹤0.01% 1773
2024
Q4 		$45.1K Buy
138
+43
+45% +$12.7K ﹤0.01% 1917
2024
Q3 		$21.9K Buy
95
+65
+217% +$14.6K ﹤0.01% 1924
2024
Q2 		$8.38K Buy
+30
New +$8.14K ﹤0.01% 1807
2023
Q3 		– Sell
-292
Closed -$63.5K – 706
2023
Q2 		$63.5K Buy
+292
New +$58.5K ﹤0.01% 346

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

Jones Financial Companies's LPLA Position: Q2 2026 in Review

Jones Financial Companies increased its LPL Financial (LPLA) stake by 6.8% in Q2 2026, buying an estimated $427K and bringing the position to 22,345 shares worth $6.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Jones Financial Companies first reported a position in LPLA in Q2 2023 and has held it in 10 quarters since. The position peaked at $6.21M in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Jones Financial Companies held 22,345 shares of LPL Financial worth $6.01M as of Q2 2026.
  • Jones Financial Companies bought 1,422 LPL Financial shares in Q2 2026, an estimated $427K.
  • LPL Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1113 holding.
  • Jones Financial Companies first reported a position in LPL Financial in Q2 2023 and has held it in 10 quarters since.
  • Jones Financial Companies's LPL Financial position peaked at $6.21M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.