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Kennedy Capital Management’s LPL Financial LPLA Stock Holding History

Kennedy 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
2026
Q2 		$8.15M Buy
28,941
+8,765
+43% +$2.63M 0.14% 242
2026
Q1 		$6.07M Sell
20,176
-57
-0.3% -$19.1K 0.13% 252
2025
Q4 		$7.23M Sell
20,233
-3,759
-16% -$1.33M 0.15% 217
2025
Q3 		$7.98M Sell
23,992
-5,788
-19% -$2.1M 0.18% 211
2025
Q2 		$11.2M Sell
29,780
-6,385
-18% -$2.24M 0.27% 122
2025
Q1 		$11.8M Buy
36,165
+16,135
+81% +$5.62M 0.28% 113
2024
Q4 		$6.54M Buy
20,030
+111
+0.6% +$32.8K 0.15% 254
2024
Q3 		$4.63M Buy
19,919
+6,781
+52% +$1.53M 0.1% 339
2024
Q2 		$3.67M Buy
13,138
+2,859
+28% +$776K 0.08% 393
2024
Q1 		$2.72M Buy
10,279
+4,293
+72% +$1.08M 0.06% 462
2023
Q4 		$1.36M Buy
5,986
+586
+11% +$132K 0.03% 550
2023
Q3 		$1.28M Buy
5,400
+746
+16% +$173K 0.03% 542
2023
Q2 		$1.01M Buy
4,654
+2,197
+89% +$440K 0.02% 552
2023
Q1 		$497K Sell
2,457
-20,784
-89% -$4.75M 0.01% 556
2022
Q4 		$5.02M Sell
23,241
-19,678
-46% -$4.6M 0.14% 265
2022
Q3 		$9.38M Sell
42,919
-304
-0.7% -$64.7K 0.28% 106
2022
Q2 		$7.97M Sell
43,223
-716
-2% -$136K 0.22% 151
2022
Q1 		$8.03M Buy
43,939
+902
+2% +$157K 0.19% 193
2021
Q4 		$6.89M Sell
43,037
-1,614
-4% -$266K 0.15% 262
2021
Q3 		$7M Sell
44,651
-2,520
-5% -$362K 0.16% 250
2021
Q2 		$6.37M Sell
47,171
-866
-2% -$126K 0.14% 296
2021
Q1 		$6.83M Buy
48,037
+1,155
+2% +$147K 0.14% 280
2020
Q4 		$4.89M Buy
46,882
+91
+0.2% +$8.18K 0.11% 352
2020
Q3 		$3.59M Buy
+46,791
New +$3.72M 0.1% 376

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

Kennedy Capital Management's LPLA Position: Q2 2026 in Review

Kennedy Capital Management increased its LPL Financial (LPLA) stake by 43% in Q2 2026, buying an estimated $2.63M and bringing the position to 28,941 shares worth $8.15M. The position accounts for 0.14% of the portfolio, ranked #242.

Kennedy Capital Management first reported a position in LPLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.8M in Q1 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Kennedy Capital Management held 28,941 shares of LPL Financial worth $8.15M as of Q2 2026.
  • Kennedy Capital Management bought 8,765 LPL Financial shares in Q2 2026, an estimated $2.63M.
  • LPL Financial made up 0.14% of Kennedy Capital Management's portfolio in Q2 2026, its #242 holding.
  • Kennedy Capital Management first reported a position in LPL Financial in Q3 2020 and has held it in 24 quarters since.
  • Kennedy Capital Management's LPL Financial position peaked at $11.8M in Q1 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.