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Oppenheimer Asset Management’s LPL Financial LPLA Stock Holding History

Oppenheimer 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 		$1.6M Buy
5,685
+836
+17% +$251K 0.02% 643
2026
Q1 		$1.46M Sell
4,849
-4,929
-50% -$1.65M 0.02% 635
2025
Q4 		$3.49M Sell
9,778
-4,356
-31% -$1.54M 0.04% 378
2025
Q3 		$4.7M Buy
14,134
+1,084
+8% +$393K 0.05% 358
2025
Q2 		$4.89M Buy
13,050
+2,123
+19% +$744K 0.06% 350
2025
Q1 		$3.57M Sell
10,927
-3,220
-23% -$1.12M 0.04% 396
2024
Q4 		$4.62M Sell
14,147
-1,092
-7% -$323K 0.06% 335
2024
Q3 		$3.55M Buy
15,239
+12,304
+419% +$2.77M 0.04% 401
2024
Q2 		$820K Buy
2,935
+148
+5% +$40.2K 0.01% 749
2024
Q1 		$736K Sell
2,787
-935
-25% -$236K 0.01% 755
2023
Q4 		$847K Sell
3,722
-88
-2% -$19.8K 0.01% 754
2023
Q3 		$905K Sell
3,810
-216
-5% -$50.2K 0.01% 715
2023
Q2 		$875K Buy
4,026
+139
+4% +$27.8K 0.01% 737
2023
Q1 		$787K Buy
3,887
+213
+6% +$48.7K 0.01% 741
2022
Q4 		$794K Sell
3,674
-2,682
-42% -$627K 0.01% 732
2022
Q3 		$1.39M Sell
6,356
-610
-9% -$130K 0.02% 567
2022
Q2 		$1.29M Buy
6,966
+347
+5% +$65.9K 0.02% 600
2022
Q1 		$1.21M Sell
6,619
-10
-0.2% -$1.74K 0.02% 690
2021
Q4 		$1.06M Buy
6,629
+2,040
+44% +$337K 0.01% 762
2021
Q3 		$720K Sell
4,589
-119
-3% -$17.1K 0.01% 839
2021
Q2 		$635K Buy
+4,708
New +$685K 0.01% 883

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Oppenheimer Asset Management increased its LPL Financial (LPLA) stake by 17% in Q2 2026, buying an estimated $251K and bringing the position to 5,685 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #643.

Oppenheimer Asset Management first reported a position in LPLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.89M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Oppenheimer Asset Management held 5,685 shares of LPL Financial worth $1.6M as of Q2 2026.
  • Oppenheimer Asset Management bought 836 LPL Financial shares in Q2 2026, an estimated $251K.
  • LPL Financial made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #643 holding.
  • Oppenheimer Asset Management first reported a position in LPL Financial in Q2 2021 and has held it in 21 quarters since.
  • Oppenheimer Asset Management's LPL Financial position peaked at $4.89M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.