JT
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Jupiter Topco’s LPL Financial LPLA Stock Holding History

Jupiter Topco’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 		$1.18B Buy
+4,198,356
New +$1.26B 0.48% 39

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Jupiter Topco's LPLA Position: Q2 2026 in Review

Jupiter Topco opened a new position in LPL Financial (LPLA) in Q2 2026: 4,198,356 shares worth $1.18B. The stake represents 0.48% of the portfolio and ranks #39 among its holdings.

719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Jupiter Topco held 4,198,356 shares of LPL Financial worth $1.18B as of Q2 2026.
  • LPL Financial was a new Jupiter Topco position in Q2 2026.
  • LPL Financial made up 0.48% of Jupiter Topco's portfolio in Q2 2026, its #39 holding.
  • 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.