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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
Q2 		$1.42M Buy
+5,030
New +$1.51M 0.04% 372
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 $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

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

Kentucky Retirement Systems opened a new position in LPL Financial (LPLA) in Q2 2026: 5,030 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #372 among its holdings. This is a return to the name: Kentucky Retirement Systems previously reported a position in LPLA as recently as Q4 2025.

Kentucky Retirement Systems first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Kentucky Retirement Systems held 5,030 shares of LPL Financial worth $1.42M as of Q2 2026.
  • LPL Financial was a new Kentucky Retirement Systems position in Q2 2026.
  • LPL Financial made up 0.04% of Kentucky Retirement Systems's portfolio in Q2 2026, its #372 holding.
  • Kentucky Retirement Systems first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • Kentucky Retirement Systems's LPL Financial position peaked at $1.9M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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