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OV Management’s LPL Financial LPLA Stock Holding History

OV 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
-674
Closed -$203K – 43
2026
Q1 		$203K Sell
674
-2,103
-76% -$706K 0.41% 32
2025
Q4 		$992K Hold
2,777
– – 0.86% 31
2025
Q3 		$924K Hold
2,777
– – 0.78% 36
2025
Q2 		$1.04M Sell
2,777
-4,223
-60% -$1.48M 0.87% 21
2025
Q1 		$2.29M Buy
+7,000
New +$2.44M 1.07% 35

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

OV Management's LPLA Position: Q2 2026 in Review

OV Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 674 shares — an estimated $203K sold.

OV Management first reported a position in LPLA in Q1 2025 and held it in 5 quarters. The position peaked at $2.29M in Q1 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • OV Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • OV Management sold 674 LPL Financial shares in Q2 2026, an estimated $203K.
  • OV Management first reported a position in LPL Financial in Q1 2025 and held it in 5 quarters.
  • OV Management's LPL Financial position peaked at $2.29M in Q1 2025.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.