Lynwood Price Capital Management’s LPL Financial LPLA Stock Holding History

Lynwood Price 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	-59,500	Closed	-$17.9M	–	14
2026 Q1	$17.9M	Sell	59,500 -10,500	-15%	-$3.52M	9.62%	4
2025 Q4	$25M	Buy	70,000 +11,000	+19%	+$3.89M	12.17%	2
2025 Q3	$19.6M	Buy	59,000 +5,000	+9%	+$1.81M	9.83%	5
2025 Q2	$20.2M	Buy	54,000 +1,500	+3%	+$526K	10.07%	5
2025 Q1	$17.2M	Buy	52,500 +17,000	+48%	+$5.92M	9.79%	3
2024 Q4	$11.6M	Buy	+35,500	New	+$10.5M	7.99%	6

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lynwood Price Capital Management's LPLA Position: Q2 2026 in Review

Lynwood Price Capital Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 59,500 shares — an estimated $17.9M sold.

Lynwood Price Capital Management first reported a position in LPLA in Q4 2024 and held it in 6 quarters. The position peaked at $25M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Lynwood Price Capital Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Lynwood Price Capital Management sold 59,500 LPL Financial shares in Q2 2026, an estimated $17.9M.
Lynwood Price Capital Management first reported a position in LPL Financial in Q4 2024 and held it in 6 quarters.
Lynwood Price Capital Management's LPL Financial position peaked at $25M in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Lynwood Price Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.