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LRI Investments’s LPL Financial LPLA Stock Holding History

LRI Investments’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 		$14.2K Sell
50
-20
-29% -$6K ﹤0.01% 859
2026
Q1 		$21.2K Sell
70
-417
-86% -$140K ﹤0.01% 681
2025
Q4 		$174K Buy
487
+38
+8% +$13.4K 0.01% 312
2025
Q3 		$149K Sell
449
-149
-25% -$54K 0.01% 344
2025
Q2 		$224K Buy
598
+21
+4% +$7.36K 0.02% 263
2025
Q1 		$189K Sell
577
-346
-37% -$120K 0.02% 275
2024
Q4 		$301K Sell
923
-203
-18% -$60K 0.03% 202
2024
Q3 		$354K Sell
1,126
-58
-5% -$13.1K 0.03% 195
2024
Q2 		$331K Buy
1,184
+1,139
+2,531% +$309K 0.04% 164
2024
Q1 		$11.9K Buy
+45
New +$11.4K ﹤0.01% 470

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

LRI Investments's LPLA Position: Q2 2026 in Review

LRI Investments reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $6K and leaving 50 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

LRI Investments first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $354K in Q3 2024. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • LRI Investments held 50 shares of LPL Financial worth $14.2K as of Q2 2026.
  • LRI Investments sold 20 LPL Financial shares in Q2 2026, an estimated $6K.
  • LPL Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #859 holding.
  • LRI Investments first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's LPL Financial position peaked at $354K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.