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Metis Global Partners’s LPL Financial LPLA Stock Holding History

Metis Global Partners’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
-766
Closed -$230K – 731
2026
Q1 		$230K Sell
766
-53
-6% -$17.8K 0.01% 676
2025
Q4 		$293K Sell
819
-82
-9% -$29K 0.01% 665
2025
Q3 		$300K Sell
901
-58
-6% -$21K 0.01% 667
2025
Q2 		$360K Sell
959
-353
-27% -$124K 0.01% 640
2025
Q1 		$429K Buy
1,312
+297
+29% +$103K 0.01% 614
2024
Q4 		$331K Buy
1,015
+70
+7% +$20.7K 0.01% 650
2024
Q3 		$220K Buy
945
+46
+5% +$10.4K 0.01% 720
2024
Q2 		$251K Sell
899
-63
-7% -$17.1K 0.01% 680
2024
Q1 		$254K Sell
962
-1,100
-53% -$278K 0.01% 680
2023
Q4 		$469K Sell
2,062
-140
-6% -$31.5K 0.02% 559
2023
Q3 		$523K Buy
2,202
+117
+6% +$27.2K 0.03% 518
2023
Q2 		$453K Buy
2,085
+26
+1% +$5.21K 0.02% 535
2023
Q1 		$417K Buy
2,059
+637
+45% +$146K 0.03% 522
2022
Q4 		$307K Buy
+1,422
New +$332K 0.03% 522

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

Metis Global Partners's LPLA Position: Q2 2026 in Review

Metis Global Partners sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 766 shares — an estimated $230K sold.

Metis Global Partners first reported a position in LPLA in Q4 2022 and held it in 14 quarters. The position peaked at $523K in Q3 2023. 764 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Metis Global Partners reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Metis Global Partners sold 766 LPL Financial shares in Q2 2026, an estimated $230K.
  • Metis Global Partners first reported a position in LPL Financial in Q4 2022 and held it in 14 quarters.
  • Metis Global Partners's LPL Financial position peaked at $523K in Q3 2023.
  • 764 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.