Kemnay Advisory Services’s LPL Financial LPLA Stock Holding History

Kemnay Advisory Services’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	$6.76K	Buy	24 +4	+20%	+$1.2K	﹤0.01%	1136
2026 Q1	$6.02K	Buy	20 +5	+33%	+$1.68K	﹤0.01%	1135
2025 Q4	$5.36K	Buy	+15	New	+$5.3K	﹤0.01%	844
2021 Q3	–	Sell	-5,486	Closed	-$741K	–	106
2021 Q2	$741K	Sell	5,486 -1,681	-23%	-$244K	0.09%	74
2021 Q1	$1.02M	Buy	+7,167	New	+$915K	0.14%	42
2020 Q3	–	Sell	-7,894	Closed	-$619K	–	92
2020 Q2	$619K	Sell	7,894 -8,740	-53%	-$584K	0.09%	42
2020 Q1	$905K	Buy	+16,634	New	+$1.34M	0.25%	31

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 $3.37T AUM 44.26% 1-Year Est. Return

Kemnay Advisory Services's LPLA Position: Q2 2026 in Review

Kemnay Advisory Services increased its LPL Financial (LPLA) stake by 20% in Q2 2026, buying an estimated $1.2K and bringing the position to 24 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Kemnay Advisory Services first reported a position in LPLA in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2021. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Kemnay Advisory Services held 24 shares of LPL Financial worth $6.76K as of Q2 2026.
Kemnay Advisory Services bought 4 LPL Financial shares in Q2 2026, an estimated $1.2K.
LPL Financial made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #1136 holding.
Kemnay Advisory Services first reported a position in LPL Financial in Q1 2020 and has held it in 7 quarters since.
Kemnay Advisory Services's LPL Financial position peaked at $1.02M in Q1 2021.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.