Karl Kapital’s LPL Financial LPLA Stock Holding History

Karl Kapital’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	$6.39M	Buy	22,675 +4,681	+26%	+$1.41M	3.8%	13
2026 Q1	$5.41M	Buy	+17,994	New	+$6.04M	3.75%	11

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

Karl Kapital's LPLA Position: Q2 2026 in Review

Karl Kapital increased its LPL Financial (LPLA) stake by 26% in Q2 2026, buying an estimated $1.41M and bringing the position to 22,675 shares worth $6.39M. The position accounts for 3.8% of the portfolio, ranked #13.

Karl Kapital first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Karl Kapital held 22,675 shares of LPL Financial worth $6.39M as of Q2 2026.
Karl Kapital bought 4,681 LPL Financial shares in Q2 2026, an estimated $1.41M.
LPL Financial made up 3.8% of Karl Kapital's portfolio in Q2 2026, its #13 holding.
Karl Kapital first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.