LOM
LPLA icon

LTS One Management’s LPL Financial LPLA Stock Holding History

LTS One 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 		$6.9M Sell
24,500
-10,100
-29% -$3.03M 2.75% 19
2026
Q1 		$10.4M Sell
34,600
-6,800
-16% -$2.28M 4.36% 13
2025
Q4 		$14.8M Sell
41,400
-8,600
-17% -$3.04M 5.71% 11
2025
Q3 		$16.6M Buy
+50,000
New +$18.1M 5.93% 11
2025
Q2 		– Sell
-500
Closed -$164K – 22
2025
Q1 		$164K Buy
+500
New +$174K 0.05% 22

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

LTS One Management's LPLA Position: Q2 2026 in Review

LTS One Management reduced its LPL Financial (LPLA) stake by 29% in Q2 2026, selling an estimated $3.03M and leaving 24,500 shares worth $6.9M. The position accounts for 2.75% of the portfolio, ranked #19.

LTS One Management first reported a position in LPLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.6M in Q3 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • LTS One Management held 24,500 shares of LPL Financial worth $6.9M as of Q2 2026.
  • LTS One Management sold 10,100 LPL Financial shares in Q2 2026, an estimated $3.03M.
  • LPL Financial made up 2.75% of LTS One Management's portfolio in Q2 2026, its #19 holding.
  • LTS One Management first reported a position in LPL Financial in Q1 2025 and has held it in 5 quarters since.
  • LTS One Management's LPL Financial position peaked at $16.6M in Q3 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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