LRZ Capital’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
Other funds holding LPLA
JT
SC
LRZ Capital's LPLA Position: Q2 2026 in Review
LRZ Capital reduced its LPL Financial (LPLA) stake by 12% in Q2 2026, selling an estimated $1.57M and leaving 39,710 shares worth $11.2M. The position accounts for 5.67% of the portfolio, ranked #9.
LRZ Capital first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.6M in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.
- LRZ Capital held 39,710 shares of LPL Financial worth $11.2M as of Q2 2026.
- LRZ Capital sold 5,240 LPL Financial shares in Q2 2026, an estimated $1.57M.
- LPL Financial made up 5.67% of LRZ Capital's portfolio in Q2 2026, its #9 holding.
- LRZ Capital first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
- LRZ Capital's LPL Financial position peaked at $14.6M in Q4 2025.
- 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.
Based on LRZ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.