Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s LPL Financial LPLA Stock Holding History

Kayne Anderson Rudnick Investment 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
2026
Q2 		$404M Sell
1,434,522
-245,568
-15% -$73.7M 1.26% 22
2026
Q1 		$505M Sell
1,680,090
-618,457
-27% -$208M 1.48% 18
2025
Q4 		$821M Sell
2,298,547
-184,068
-7% -$65.1M 2.2% 2
2025
Q3 		$826M Sell
2,482,615
-74,843
-3% -$27.1M 2.01% 4
2025
Q2 		$959M Sell
2,557,458
-124,159
-5% -$43.5M 2.29% 1
2025
Q1 		$877M Buy
2,681,617
+20,881
+0.8% +$7.27M 2.15% 2
2024
Q4 		$869M Buy
2,660,736
+57,485
+2% +$17M 2% 4
2024
Q3 		$606M Buy
2,603,251
+13,458
+0.5% +$3.03M 1.34% 19
2024
Q2 		$723M Buy
2,589,793
+233,242
+10% +$63.3M 1.77% 9
2024
Q1 		$623M Buy
2,356,551
+162,730
+7% +$41.1M 1.44% 16
2023
Q4 		$499M Buy
2,193,821
+48,041
+2% +$10.8M 1.25% 22
2023
Q3 		$510M Buy
2,145,780
+79,869
+4% +$18.5M 1.45% 16
2023
Q2 		$449M Buy
2,065,911
+49,744
+2% +$9.96M 1.26% 23
2023
Q1 		$408M Sell
2,016,167
-2,669
-0.1% -$610K 1.2% 30
2022
Q4 		$436M Sell
2,018,836
-686,659
-25% -$161M 1.36% 19
2022
Q3 		$591M Buy
2,705,495
+5,666
+0.2% +$1.21M 1.96% 2
2022
Q2 		$498M Buy
2,699,829
+14,585
+0.5% +$2.77M 1.57% 7
2022
Q1 		$491M Buy
2,685,244
+244,303
+10% +$42.5M 1.3% 20
2021
Q4 		$391M Buy
2,440,941
+143,585
+6% +$23.7M 0.9% 38
2021
Q3 		$360M Buy
2,297,356
+150,473
+7% +$21.6M 0.87% 42
2021
Q2 		$290M Buy
2,146,883
+226,762
+12% +$33M 0.71% 52
2021
Q1 		$273M Buy
+1,920,121
New +$245M 0.73% 53

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

Kayne Anderson Rudnick Investment Management's LPLA Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its LPL Financial (LPLA) stake by 15% in Q2 2026, selling an estimated $73.7M and leaving 1,434,522 shares worth $404M. The position accounts for 1.26% of the portfolio, ranked #22.

Kayne Anderson Rudnick Investment Management first reported a position in LPLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $959M in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 1,434,522 shares of LPL Financial worth $404M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 245,568 LPL Financial shares in Q2 2026, an estimated $73.7M.
  • LPL Financial made up 1.26% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #22 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in LPL Financial in Q1 2021 and has held it in 22 quarters since.
  • Kayne Anderson Rudnick Investment Management's LPL Financial position peaked at $959M in Q2 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.