OP Asset Management’s LPL Financial LPLA Stock Holding History

OP Asset 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	$2.51M	Buy	8,913 +477	+6%	+$143K	0.03%	412
2026 Q1	$2.54M	Sell	8,436 -477	-5%	-$160K	0.03%	392
2025 Q4	$3.18M	Hold	8,913	–	–	0.04%	326
2025 Q3	$2.97M	Buy	8,913 +476	+6%	+$173K	0.04%	348
2025 Q2	$3.16M	Buy	8,437 +331	+4%	+$116K	0.05%	322
2025 Q1	$2.65M	Buy	+8,106	New	+$2.82M	0.04%	353

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

OP Asset Management's LPLA Position: Q2 2026 in Review

OP Asset Management increased its LPL Financial (LPLA) stake by 5.7% in Q2 2026, buying an estimated $143K and bringing the position to 8,913 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #412.

OP Asset Management first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.18M in Q4 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

OP Asset Management held 8,913 shares of LPL Financial worth $2.51M as of Q2 2026.
OP Asset Management bought 477 LPL Financial shares in Q2 2026, an estimated $143K.
LPL Financial made up 0.03% of OP Asset Management's portfolio in Q2 2026, its #412 holding.
OP Asset Management first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's LPL Financial position peaked at $3.18M in Q4 2025.
253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.