JCM
LPLA icon

Junto Capital Management’s LPL Financial LPLA Stock Holding History

Junto Capital Management’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
2024
Q4 		– Sell
-295,000
Closed -$68.6M – 99
2024
Q3 		$68.6M Buy
+295,000
New +$66.5M 1.52% 27

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Junto Capital Management's LPLA Position: Q1 2026 in Review

Junto Capital Management increased its LPL Financial (LPLA) stake by 78% in Q1 2026, buying an estimated $35.1M and bringing the position to 238,515 shares worth $71.8M. The position accounts for 1.51% of the portfolio, ranked #17.

Junto Capital Management first reported a position in LPLA in Q3 2017 and has held it in 32 quarters since. The position peaked at $162M in Q1 2022. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Junto Capital Management held 238,515 shares of LPL Financial worth $71.8M as of Q1 2026.
  • Junto Capital Management bought 104,687 LPL Financial shares in Q1 2026, an estimated $35.1M.
  • LPL Financial made up 1.51% of Junto Capital Management's portfolio in Q1 2026, its #17 holding.
  • Junto Capital Management first reported a position in LPL Financial in Q3 2017 and has held it in 32 quarters since.
  • Junto Capital Management's LPL Financial position peaked at $162M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Junto Capital Management's 13F filing for Q1 2026, filed 15 May 2026.