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Malaga Cove Capital’s LPL Financial LPLA Stock Holding History

Malaga Cove Capital’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 		$469K Buy
1,664
+847
+104% +$254K 0.15% 130
2026
Q1 		$246K Sell
817
-8
-1% -$2.68K 0.09% 182
2025
Q4 		$295K Buy
825
+50
+6% +$17.7K 0.1% 177
2025
Q3 		$258K Buy
+775
New +$281K 0.09% 167

Other funds holding LPLA

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Dodge & Cox
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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

Malaga Cove Capital's LPLA Position: Q2 2026 in Review

Malaga Cove Capital increased its LPL Financial (LPLA) stake by 104% in Q2 2026, buying an estimated $254K and bringing the position to 1,664 shares worth $469K. The position accounts for 0.15% of the portfolio, ranked #130.

Malaga Cove Capital first reported a position in LPLA in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Malaga Cove Capital held 1,664 shares of LPL Financial worth $469K as of Q2 2026.
  • Malaga Cove Capital bought 847 LPL Financial shares in Q2 2026, an estimated $254K.
  • LPL Financial made up 0.15% of Malaga Cove Capital's portfolio in Q2 2026, its #130 holding.
  • Malaga Cove Capital first reported a position in LPL Financial in Q3 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Malaga Cove Capital's 13F filing for Q2 2026, filed 24 Jul 2026.