Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s LPL Financial LPLA Stock Holding History

Luther King Capital Management (LKCM)’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 		$2.92M Buy
10,380
+581
+6% +$174K 0.01% 324
2026
Q1 		$2.95M Buy
9,799
+2,253
+30% +$756K 0.01% 316
2025
Q4 		$2.7M Buy
7,546
+1,188
+19% +$420K 0.01% 315
2025
Q3 		$2.12M Sell
6,358
-8
-0.1% -$2.9K 0.01% 342
2025
Q2 		$2.39M Sell
6,366
-497
-7% -$174K 0.01% 314
2025
Q1 		$2.25M Buy
6,863
+20
+0.3% +$6.96K 0.01% 308
2024
Q4 		$2.23M Buy
6,843
+65
+1% +$19.2K 0.01% 309
2024
Q3 		$1.58M Buy
6,778
+918
+16% +$207K 0.01% 349
2024
Q2 		$1.64M Buy
5,860
+56
+1% +$15.2K 0.01% 334
2024
Q1 		$1.53M Buy
5,804
+266
+5% +$67.1K 0.01% 350
2023
Q4 		$1.26M Buy
5,538
+219
+4% +$49.2K 0.01% 367
2023
Q3 		$1.26M Sell
5,319
-62
-1% -$14.4K 0.01% 363
2023
Q2 		$1.17M Buy
5,381
+159
+3% +$31.8K 0.01% 394
2023
Q1 		$1.06M Sell
5,222
-1,763
-25% -$403K 0.01% 385
2022
Q4 		$1.51M Sell
6,985
-2,721
-28% -$636K 0.01% 334
2022
Q3 		$2.12M Buy
9,706
+2,451
+34% +$521K 0.01% 292
2022
Q2 		$1.34M Sell
7,255
-1,375
-16% -$261K 0.01% 345
2022
Q1 		$1.58M Buy
8,630
+200
+2% +$34.8K 0.01% 336
2021
Q4 		$1.35M Buy
8,430
+2,010
+31% +$332K 0.01% 371
2021
Q3 		$1.01M Sell
6,420
-130
-2% -$18.7K ﹤0.01% 411
2021
Q2 		$884K Sell
6,550
-2,140
-25% -$311K ﹤0.01% 439
2021
Q1 		$1.24M Hold
8,690
– – 0.01% 356
2020
Q4 		$906K Buy
8,690
+1,577
+22% +$142K 0.01% 381
2020
Q3 		$545K Buy
7,113
+548
+8% +$43.5K ﹤0.01% 399
2020
Q2 		$515K Sell
6,565
-140
-2% -$9.36K ﹤0.01% 398
2020
Q1 		$365K Sell
6,705
-190
-3% -$15.3K ﹤0.01% 411
2019
Q4 		$636K Hold
6,895
– – ﹤0.01% 392
2019
Q3 		$565K Buy
+6,895
New +$552K ﹤0.01% 392
2013
Q4 		– Sell
-14,900
Closed -$571K – 588
2013
Q3 		$571K Hold
14,900
– – ﹤0.01% 517
2013
Q2 		$563K Buy
+14,900
New +$533K 0.01% 515

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

Luther King Capital Management (LKCM)'s LPLA Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its LPL Financial (LPLA) stake by 5.9% in Q2 2026, buying an estimated $174K and bringing the position to 10,380 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #324.

Luther King Capital Management (LKCM) first reported a position in LPLA in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.95M in Q1 2026. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Luther King Capital Management (LKCM) held 10,380 shares of LPL Financial worth $2.92M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 581 LPL Financial shares in Q2 2026, an estimated $174K.
  • LPL Financial made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #324 holding.
  • Luther King Capital Management (LKCM) first reported a position in LPL Financial in Q2 2013 and has held it in 30 quarters since.
  • Luther King Capital Management (LKCM)'s LPL Financial position peaked at $2.95M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.