LA
LPLA icon

LBP AM’s LPL Financial LPLA Stock Holding History

LBP AM’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 		$8.23M Sell
29,215
-8,390
-22% -$2.52M 0.08% 196
2026
Q1 		$11.3M Buy
37,605
+3,311
+10% +$1.11M 0.15% 137
2025
Q4 		$12.2M Sell
34,294
-1,834
-5% -$649K 0.14% 140
2025
Q3 		$12M Buy
36,128
+11,557
+47% +$4.19M 0.15% 125
2025
Q2 		$9.21M Buy
24,571
+2,598
+12% +$910K 0.13% 133
2025
Q1 		$7.19M Buy
+21,973
New +$7.65M 0.11% 156
2023
Q4 		– Sell
-5,441
Closed -$1.29M – 457
2023
Q3 		$1.29M Sell
5,441
-1,715
-24% -$398K 0.03% 330
2023
Q2 		$1.56M Sell
7,156
-4,584
-39% -$918K 0.04% 282
2023
Q1 		$2.38M Sell
11,740
-958
-8% -$219K 0.06% 260
2022
Q4 		$2.74M Buy
+12,698
New +$2.97M 0.08% 233

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

LBP AM's LPLA Position: Q2 2026 in Review

LBP AM reduced its LPL Financial (LPLA) stake by 22% in Q2 2026, selling an estimated $2.52M and leaving 29,215 shares worth $8.23M. The position accounts for 0.08% of the portfolio, ranked #196.

LBP AM first reported a position in LPLA in Q4 2022 and has held it in 10 quarters since. The position peaked at $12.2M in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • LBP AM held 29,215 shares of LPL Financial worth $8.23M as of Q2 2026.
  • LBP AM sold 8,390 LPL Financial shares in Q2 2026, an estimated $2.52M.
  • LPL Financial made up 0.08% of LBP AM's portfolio in Q2 2026, its #196 holding.
  • LBP AM first reported a position in LPL Financial in Q4 2022 and has held it in 10 quarters since.
  • LBP AM's LPL Financial position peaked at $12.2M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.