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Norden Group’s LPL Financial LPLA Stock Holding History

Norden Group’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 		$237K Sell
841
-56
-6% -$16.8K 0.02% 610
2026
Q1 		$270K Sell
897
-62
-6% -$20.8K 0.03% 493
2025
Q4 		$343K Buy
959
+6
+0.6% +$2.12K 0.03% 429
2025
Q3 		$317K Buy
953
+386
+68% +$140K 0.03% 455
2025
Q2 		$213K Sell
567
-86
-13% -$30.1K 0.02% 525
2025
Q1 		$214K Buy
653
+12
+2% +$4.18K 0.02% 505
2024
Q4 		$209K Buy
+641
New +$190K 0.02% 499

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

Norden Group's LPLA Position: Q2 2026 in Review

Norden Group reduced its LPL Financial (LPLA) stake by 6.2% in Q2 2026, selling an estimated $16.8K and leaving 841 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #610.

Norden Group first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Norden Group held 841 shares of LPL Financial worth $237K as of Q2 2026.
  • Norden Group sold 56 LPL Financial shares in Q2 2026, an estimated $16.8K.
  • LPL Financial made up 0.02% of Norden Group's portfolio in Q2 2026, its #610 holding.
  • Norden Group first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
  • Norden Group's LPL Financial position peaked at $343K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.