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HURRICANE CAPITAL ADVISORS LLC’s LPL Financial LPLA Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 		$301K Buy
1,070
+35
+3% +$10.5K 0.07% 268
2026
Q1 		$311K Buy
1,035
+775
+298% +$260K 0.1% 182
2025
Q4 		$92.9K Sell
260
-377
-59% -$133K 0.03% 422
2025
Q3 		$212K Buy
637
+63
+11% +$22.8K 0.05% 288
2025
Q2 		$215K Buy
574
+517
+907% +$181K 0.05% 239
2025
Q1 		$18.6K Buy
+57
New +$19.8K 0.01% 423
2024
Q4 		– Sell
-579
Closed -$135K – 637
2024
Q3 		$135K Buy
579
+215
+59% +$48.4K 0.05% 288
2024
Q2 		$102K Hold
364
– – 0.04% 303
2024
Q1 		$96.2K Buy
+364
New +$91.9K 0.03% 352

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
Jupiter Topco
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 $195B AUM 21.17% 1-Year Est. Return
Samlyn Capital
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 $3.38T AUM 44.17% 1-Year Est. Return

HURRICANE CAPITAL ADVISORS LLC's LPLA Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC increased its LPL Financial (LPLA) stake by 3.4% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,070 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #268.

HURRICANE CAPITAL ADVISORS LLC first reported a position in LPLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q1 2026. 771 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC held 1,070 shares of LPL Financial worth $301K as of Q2 2026.
  • HURRICANE CAPITAL ADVISORS LLC bought 35 LPL Financial shares in Q2 2026, an estimated $10.5K.
  • LPL Financial made up 0.07% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #268 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in LPL Financial in Q1 2024 and has held it in 9 quarters since.
  • HURRICANE CAPITAL ADVISORS LLC's LPL Financial position peaked at $311K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.