North Dakota State Investment Board
LPLA icon

North Dakota State Investment Board’s LPL Financial LPLA Stock Holding History

North Dakota State Investment Board’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 		$667K Buy
2,369
+66
+3% +$19.8K 0.03% 431
2026
Q1 		$693K Sell
2,303
-503
-18% -$169K 0.03% 393
2025
Q4 		$1M Buy
+2,806
New +$992K 0.04% 350

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 $204B AUM 27.99% 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

North Dakota State Investment Board's LPLA Position: Q2 2026 in Review

North Dakota State Investment Board increased its LPL Financial (LPLA) stake by 2.9% in Q2 2026, buying an estimated $19.8K and bringing the position to 2,369 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #431.

North Dakota State Investment Board first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1M in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • North Dakota State Investment Board held 2,369 shares of LPL Financial worth $667K as of Q2 2026.
  • North Dakota State Investment Board bought 66 LPL Financial shares in Q2 2026, an estimated $19.8K.
  • LPL Financial made up 0.03% of North Dakota State Investment Board's portfolio in Q2 2026, its #431 holding.
  • North Dakota State Investment Board first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • North Dakota State Investment Board's LPL Financial position peaked at $1M in Q4 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on North Dakota State Investment Board's 13F filing for Q2 2026, filed 4 Aug 2026.