Kornitzer Capital Management’s LPL Financial LPLA Stock Holding History

Kornitzer Capital Management’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	–	Sell	-13,500	Closed	-$4.06M	–	567
2026 Q1	$4.06M	Hold	13,500	–	–	0.09%	216
2025 Q4	$4.82M	Buy	+13,500	New	+$4.77M	0.1%	215
2015 Q4	–	Sell	-191,450	Closed	-$7.61M	–	457
2015 Q3	$7.61M	Buy	191,450 +17,150	+10%	+$738K	0.12%	221
2015 Q2	$8.1M	Buy	+174,300	New	+$7.54M	0.11%	223

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 $3.37T AUM 44.26% 1-Year Est. Return

Kornitzer Capital Management's LPLA Position: Q2 2026 in Review

Kornitzer Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 13,500 shares — an estimated $4.06M sold.

Kornitzer Capital Management first reported a position in LPLA in Q2 2015 and held it in 4 quarters. The position peaked at $8.1M in Q2 2015. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Kornitzer Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Kornitzer Capital Management sold 13,500 LPL Financial shares in Q2 2026, an estimated $4.06M.
Kornitzer Capital Management first reported a position in LPL Financial in Q2 2015 and held it in 4 quarters.
Kornitzer Capital Management's LPL Financial position peaked at $8.1M in Q2 2015.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.