KRSITF
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Kentucky Retirement Systems Insurance Trust Fund’s LPL Financial LPLA Stock Holding History

Kentucky Retirement Systems Insurance Trust Fund’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 		$588K Sell
2,088
-9
-0.4% -$2.7K 0.04% 372
2026
Q1 		$631K Hold
2,097
– – 0.04% 345
2025
Q4 		$749K Hold
2,097
– – 0.05% 312
2025
Q3 		$698K Sell
2,097
-54
-3% -$19.6K 0.05% 325
2025
Q2 		$807K Sell
2,151
-13
-0.6% -$4.55K 0.06% 298
2025
Q1 		$708K Buy
+2,164
New +$754K 0.05% 335

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

Kentucky Retirement Systems Insurance Trust Fund's LPLA Position: Q2 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund reduced its LPL Financial (LPLA) stake by 0.43% in Q2 2026, selling an estimated $2.7K and leaving 2,088 shares worth $588K. The position accounts for 0.04% of the portfolio, ranked #372.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $807K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Kentucky Retirement Systems Insurance Trust Fund held 2,088 shares of LPL Financial worth $588K as of Q2 2026.
  • Kentucky Retirement Systems Insurance Trust Fund sold 9 LPL Financial shares in Q2 2026, an estimated $2.7K.
  • LPL Financial made up 0.04% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q2 2026, its #372 holding.
  • Kentucky Retirement Systems Insurance Trust Fund first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Kentucky Retirement Systems Insurance Trust Fund's LPL Financial position peaked at $807K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q2 2026, filed 14 Aug 2026.