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Logan Capital Management’s LPL Financial LPLA Stock Holding History

Logan Capital Management’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 		– Sell
-35,918
Closed -$10.8M – 582
2026
Q1 		$10.8M Buy
+35,918
New +$12.1M 0.47% 63

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

Logan Capital Management's LPLA Position: Q2 2026 in Review

Logan Capital Management opened a new position in LPL Financial (LPLA) in Q2 2026: 35,802 shares worth $10.1M. The stake represents 0.38% of the portfolio and ranks #68 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in LPLA as recently as Q4 2025.

Logan Capital Management first reported a position in LPLA in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.5M in Q4 2024. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Logan Capital Management held 35,802 shares of LPL Financial worth $10.1M as of Q2 2026.
  • LPL Financial was a new Logan Capital Management position in Q2 2026.
  • LPL Financial made up 0.38% of Logan Capital Management's portfolio in Q2 2026, its #68 holding.
  • Logan Capital Management first reported a position in LPL Financial in Q2 2017 and has held it in 36 quarters since.
  • Logan Capital Management's LPL Financial position peaked at $13.5M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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