LP
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LMR Partners’s LPL Financial LPLA Stock Holding History

LMR 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 		$748K Buy
+2,655
New +$797K ﹤0.01% 1118
2024
Q2 		– Sell
-21,772
Closed -$5.75M – 1216
2024
Q1 		$5.75M Sell
21,772
-22,000
-50% -$5.55M 0.06% 289
2023
Q4 		$9.96M Sell
43,772
-29,035
-40% -$6.53M 0.11% 202
2023
Q3 		$17.3M Sell
72,807
-306,184
-81% -$71.1M 0.19% 123
2023
Q2 		$82.4M Buy
378,991
+116,129
+44% +$23.3M 0.91% 14
2023
Q1 		$53.2M Buy
262,862
+228,019
+654% +$52.1M 0.82% 15
2022
Q4 		$7.53M Sell
34,843
-9,166
-21% -$2.14M 0.13% 193
2022
Q3 		$9.62M Buy
44,009
+6,165
+16% +$1.31M 0.18% 139
2022
Q2 		$6.98M Sell
37,844
-336,206
-90% -$63.9M 0.12% 214
2022
Q1 		$68.3M Buy
374,050
+122,389
+49% +$21.3M 0.79% 15
2021
Q4 		$40.3M Buy
251,661
+64,419
+34% +$10.6M 0.41% 33
2021
Q3 		$29.4M Buy
+187,242
New +$26.9M 0.33% 59
2020
Q4 		– Sell
-5,631
Closed -$432K – 569
2020
Q3 		$432K Sell
5,631
-994
-15% -$78.9K 0.01% 283
2020
Q2 		$519K Buy
+6,625
New +$443K 0.01% 415

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

LMR Partners's LPLA Position: Q2 2026 in Review

LMR Partners opened a new position in LPL Financial (LPLA) in Q2 2026: 2,655 shares worth $748K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: LMR Partners previously reported a position in LPLA as recently as Q1 2024.

LMR Partners first reported a position in LPLA in Q2 2020 and has held it in 14 quarters since. The position peaked at $82.4M in Q2 2023. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • LMR Partners held 2,655 shares of LPL Financial worth $748K as of Q2 2026.
  • LPL Financial was a new LMR Partners position in Q2 2026.
  • LPL Financial made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1118 holding.
  • LMR Partners first reported a position in LPL Financial in Q2 2020 and has held it in 14 quarters since.
  • LMR Partners's LPL Financial position peaked at $82.4M in Q2 2023.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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