KR Capital LP’s LPL Financial LPLA Stock Holding History

KR Capital LP’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	$10.5M	Buy	37,449 +20,793	+125%	+$6.24M	1.05%	27
2026 Q1	$5.01M	Buy	+16,656	New	+$5.59M	1%	32

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

KR Capital LP's LPLA Position: Q2 2026 in Review

KR Capital LP increased its LPL Financial (LPLA) stake by 125% in Q2 2026, buying an estimated $6.24M and bringing the position to 37,449 shares worth $10.5M. The position accounts for 1.05% of the portfolio, ranked #27.

KR Capital LP first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

KR Capital LP held 37,449 shares of LPL Financial worth $10.5M as of Q2 2026.
KR Capital LP bought 20,793 LPL Financial shares in Q2 2026, an estimated $6.24M.
LPL Financial made up 1.05% of KR Capital LP's portfolio in Q2 2026, its #27 holding.
KR Capital LP first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on KR Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.