LSA
LPLA icon

Leonteq Securities AG’s LPL Financial LPLA Stock Holding History

Leonteq Securities AG’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 		$30.4K Buy
108
+56
+108% +$16.8K ﹤0.01% 900
2026
Q1 		$15.6K Sell
52
-260
-83% -$87.2K ﹤0.01% 1030
2025
Q4 		$111K Buy
312
+108
+53% +$38.2K ﹤0.01% 789
2025
Q3 		$67.9K Sell
204
-12
-6% -$4.35K ﹤0.01% 831
2025
Q2 		$81K Sell
216
-130
-38% -$45.5K ﹤0.01% 757
2025
Q1 		$113K Buy
346
+73
+27% +$25.4K 0.01% 671
2024
Q4 		$89.1K Buy
273
+138
+102% +$40.8K 0.01% 716
2024
Q3 		$31.4K Buy
135
+118
+694% +$26.6K ﹤0.01% 847
2024
Q2 		$4.75K Buy
+17
New +$4.61K ﹤0.01% 1049
2022
Q4 		– Sell
-55
Closed -$12K – 1327
2022
Q3 		$12K Buy
+55
New +$11.7K ﹤0.01% 1033
2022
Q2 		– Sell
-90
Closed -$16.4K – 1317
2022
Q1 		$16.4K Sell
90
-1,029
-92% -$179K ﹤0.01% 1031
2021
Q4 		$179K Buy
1,119
+85
+8% +$14K 0.01% 647
2021
Q3 		$162K Buy
+1,034
New +$149K 0.01% 629

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

Leonteq Securities AG's LPLA Position: Q2 2026 in Review

Leonteq Securities AG increased its LPL Financial (LPLA) stake by 108% in Q2 2026, buying an estimated $16.8K and bringing the position to 108 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Leonteq Securities AG first reported a position in LPLA in Q3 2021 and has held it in 13 quarters since. The position peaked at $179K in Q4 2021. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Leonteq Securities AG held 108 shares of LPL Financial worth $30.4K as of Q2 2026.
  • Leonteq Securities AG bought 56 LPL Financial shares in Q2 2026, an estimated $16.8K.
  • LPL Financial made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #900 holding.
  • Leonteq Securities AG first reported a position in LPL Financial in Q3 2021 and has held it in 13 quarters since.
  • Leonteq Securities AG's LPL Financial position peaked at $179K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.