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Maryland State Retirement & Pension System’s LPL Financial LPLA Stock Holding History

Maryland State Retirement & Pension System’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 		$1.21M Buy
4,296
+423
+11% +$127K 0.02% 495
2026
Q1 		$1.17M Hold
3,873
– – 0.02% 443
2025
Q4 		$1.38M Hold
3,873
– – 0.03% 395
2025
Q3 		$1.29M Hold
3,873
– – 0.03% 409
2025
Q2 		$1.45M Buy
3,873
+394
+11% +$138K 0.03% 418
2025
Q1 		$1.14M Sell
3,479
-495
-12% -$172K 0.03% 486
2024
Q4 		$1.3M Sell
3,974
-279
-7% -$82.5K 0.03% 502
2024
Q3 		$989K Sell
4,253
-1,701
-29% -$383K 0.02% 663
2024
Q2 		$1.66M Hold
5,954
– – 0.03% 448
2024
Q1 		$1.53M Hold
5,954
– – 0.03% 462
2023
Q4 		$1.36M Hold
5,954
– – 0.03% 509
2023
Q3 		$1.41M Hold
5,954
– – 0.03% 444
2023
Q2 		$1.29M Sell
5,954
-305
-5% -$61.1K 0.03% 507
2023
Q1 		$1.27M Hold
6,259
– – 0.03% 489
2022
Q4 		$1.35M Buy
+6,259
New +$1.46M 0.04% 421
2022
Q3 		– Sell
-6,006
Closed -$1.11M – 821
2022
Q2 		$1.11M Hold
6,006
– – 0.04% 481
2022
Q1 		$1.1M Hold
6,006
– – 0.03% 563
2021
Q4 		$962K Hold
6,006
– – 0.03% 666
2021
Q3 		$957K Hold
6,006
– – 0.03% 648
2021
Q2 		$823K Hold
6,006
– – 0.03% 546
2021
Q1 		$854K Buy
+6,006
New +$766K 0.03% 536

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

Maryland State Retirement & Pension System's LPLA Position: Q2 2026 in Review

Maryland State Retirement & Pension System increased its LPL Financial (LPLA) stake by 11% in Q2 2026, buying an estimated $127K and bringing the position to 4,296 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #495.

Maryland State Retirement & Pension System first reported a position in LPLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q2 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Maryland State Retirement & Pension System held 4,296 shares of LPL Financial worth $1.21M as of Q2 2026.
  • Maryland State Retirement & Pension System bought 423 LPL Financial shares in Q2 2026, an estimated $127K.
  • LPL Financial made up 0.02% of Maryland State Retirement & Pension System's portfolio in Q2 2026, its #495 holding.
  • Maryland State Retirement & Pension System first reported a position in LPL Financial in Q1 2021 and has held it in 21 quarters since.
  • Maryland State Retirement & Pension System's LPL Financial position peaked at $1.66M in Q2 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Maryland State Retirement & Pension System's 13F filing for Q2 2026, filed 30 Jul 2026.