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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
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

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kentucky Retirement Systems Insurance Trust Fund's LPLA Position: Q1 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund held its LPL Financial (LPLA) position steady in Q1 2026 at 2,097 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #345.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $807K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Kentucky Retirement Systems Insurance Trust Fund held 2,097 shares of LPL Financial worth $631K as of Q1 2026.
  • Kentucky Retirement Systems Insurance Trust Fund left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.04% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q1 2026, its #345 holding.
  • Kentucky Retirement Systems Insurance Trust Fund first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • Kentucky Retirement Systems Insurance Trust Fund's LPL Financial position peaked at $807K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q1 2026, filed 19 May 2026.