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North Star Investment Management’s LPL Financial LPLA Stock Holding History

North Star Investment Management’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
-2
Closed -$602 – 1802
2026
Q1 		$602 Hold
2
– – ﹤0.01% 1563
2025
Q4 		$714 Buy
+2
New +$707 ﹤0.01% 1421

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Jupiter Topco
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Vanguard Portfolio Management
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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 Star Investment Management's LPLA Position: Q2 2026 in Review

North Star Investment Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 2 shares — an estimated $602 sold.

North Star Investment Management first reported a position in LPLA in Q4 2025 and held it in 2 quarters. The position peaked at $714 in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • North Star Investment Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 2 LPL Financial shares in Q2 2026, an estimated $602.
  • North Star Investment Management first reported a position in LPL Financial in Q4 2025 and held it in 2 quarters.
  • North Star Investment Management's LPL Financial position peaked at $714 in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.