Lighthouse Investment Partners’s LPL Financial LPLA Stock Holding History

Lighthouse Investment Partners’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	$8.25M	Buy	29,300 +18,171	+163%	+$5.45M	0.23%	123
2026 Q1	$3.35M	Buy	+11,129	New	+$3.73M	0.12%	255
2025 Q2	–	Sell	-30,279	Closed	-$9.91M	–	637
2025 Q1	$9.91M	Sell	30,279 -12,708	-30%	-$4.43M	0.41%	69
2024 Q4	$14M	Buy	+42,987	New	+$12.7M	0.46%	56
2023 Q4	–	Sell	-864	Closed	-$205K	–	374
2023 Q3	$205K	Sell	864 -570	-40%	-$132K	0.01%	313
2023 Q2	$312K	Buy	+1,434	New	+$287K	0.02%	250
2023 Q1	–	Sell	-2,022	Closed	-$437K	–	333
2022 Q4	$437K	Buy	+2,022	New	+$473K	0.05%	182

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

Lighthouse Investment Partners's LPLA Position: Q2 2026 in Review

Lighthouse Investment Partners increased its LPL Financial (LPLA) stake by 163% in Q2 2026, buying an estimated $5.45M and bringing the position to 29,300 shares worth $8.25M. The position accounts for 0.23% of the portfolio, ranked #123.

Lighthouse Investment Partners first reported a position in LPLA in Q4 2022 and has held it in 7 quarters since. The position peaked at $14M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Lighthouse Investment Partners held 29,300 shares of LPL Financial worth $8.25M as of Q2 2026.
Lighthouse Investment Partners bought 18,171 LPL Financial shares in Q2 2026, an estimated $5.45M.
LPL Financial made up 0.23% of Lighthouse Investment Partners's portfolio in Q2 2026, its #123 holding.
Lighthouse Investment Partners first reported a position in LPL Financial in Q4 2022 and has held it in 7 quarters since.
Lighthouse Investment Partners's LPL Financial position peaked at $14M in Q4 2024.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.