KRS
LPLA icon

Kentucky Retirement Systems’s LPL Financial LPLA Stock Holding History

Kentucky Retirement Systems’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 		– Sell
-5,003
Closed -$1.79M – 607
2025
Q4 		$1.79M Hold
5,003
– – 0.05% 312
2025
Q3 		$1.66M Sell
5,003
-66
-1% -$23.9K 0.05% 325
2025
Q2 		$1.9M Sell
5,069
-13
-0.3% -$4.55K 0.06% 298
2025
Q1 		$1.66M Buy
+5,082
New +$1.77M 0.05% 335

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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's LPLA Position: Q1 2026 in Review

Kentucky Retirement Systems sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 5,003 shares — an estimated $1.79M sold.

Kentucky Retirement Systems first reported a position in LPLA in Q1 2025 and held it in 4 quarters. The position peaked at $1.9M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Kentucky Retirement Systems reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Kentucky Retirement Systems sold 5,003 LPL Financial shares in Q1 2026, an estimated $1.79M.
  • Kentucky Retirement Systems first reported a position in LPL Financial in Q1 2025 and held it in 4 quarters.
  • Kentucky Retirement Systems's LPL Financial position peaked at $1.9M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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