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Oak Thistle LLC’s LPL Financial LPLA Stock Holding History

Oak Thistle 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 		$3.2M Buy
11,374
+9,446
+490% +$2.84M 0.31% 98
2026
Q1 		$580K Sell
1,928
-6,422
-77% -$2.15M 0.06% 392
2025
Q4 		$2.98M Sell
8,350
-956
-10% -$338K 0.41% 35
2025
Q3 		$3.1M Buy
+9,306
New +$3.37M 0.47% 33
2025
Q1 		– Sell
-1,991
Closed -$650K – 500
2024
Q4 		$650K Buy
1,991
+1,094
+122% +$324K 0.19% 197
2024
Q3 		$209K Sell
897
-494
-36% -$111K 0.07% 374
2024
Q2 		$389K Sell
1,391
-526
-27% -$143K 0.29% 155
2024
Q1 		$506K Buy
+1,917
New +$484K 0.45% 66
2022
Q1 		– Sell
-3,980
Closed -$637K – 463
2021
Q4 		$637K Buy
+3,980
New +$657K 0.49% 52

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

Oak Thistle LLC's LPLA Position: Q2 2026 in Review

Oak Thistle LLC increased its LPL Financial (LPLA) stake by 490% in Q2 2026, buying an estimated $2.84M and bringing the position to 11,374 shares worth $3.2M. The position accounts for 0.31% of the portfolio, ranked #98.

Oak Thistle LLC first reported a position in LPLA in Q4 2021 and has held it in 9 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Oak Thistle LLC held 11,374 shares of LPL Financial worth $3.2M as of Q2 2026.
  • Oak Thistle LLC bought 9,446 LPL Financial shares in Q2 2026, an estimated $2.84M.
  • LPL Financial made up 0.31% of Oak Thistle LLC's portfolio in Q2 2026, its #98 holding.
  • Oak Thistle LLC first reported a position in LPL Financial in Q4 2021 and has held it in 9 quarters since.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.