Knollwood Investment Advisory’s LPL Financial LPLA Stock Holding History

Knollwood Investment Advisory’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	$1.49M	Hold	5,275	–	–	0.13%	128
2026 Q1	$1.59M	Hold	5,275	–	–	0.16%	125
2025 Q4	$1.88M	Hold	5,275	–	–	0.18%	120
2025 Q3	$1.75M	Hold	5,275	–	–	0.16%	132
2025 Q2	$1.98M	Hold	5,275	–	–	0.19%	121
2025 Q1	$1.73M	Hold	5,275	–	–	0.19%	133
2024 Q4	$1.72M	Hold	5,275	–	–	0.18%	134
2024 Q3	$1.23M	Hold	5,275	–	–	0.13%	171
2024 Q2	$1.47M	Buy	+5,275	New	+$1.43M	0.16%	145

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Knollwood Investment Advisory's LPLA Position: Q2 2026 in Review

Knollwood Investment Advisory held its LPL Financial (LPLA) position steady in Q2 2026 at 5,275 shares worth $1.49M. The position accounts for 0.13% of the portfolio, ranked #128.

Knollwood Investment Advisory first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Knollwood Investment Advisory held 5,275 shares of LPL Financial worth $1.49M as of Q2 2026.
Knollwood Investment Advisory left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.13% of Knollwood Investment Advisory's portfolio in Q2 2026, its #128 holding.
Knollwood Investment Advisory first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's LPL Financial position peaked at $1.98M in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.