Oxford Asset Management’s LPL Financial LPLA Stock Holding History

Oxford 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	$316K	Buy	+1,121	New	+$336K	0.16%	193
2025 Q3	–	Sell	-2,196	Closed	-$823K	–	615
2025 Q2	$823K	Buy	+2,196	New	+$769K	0.27%	86
2024 Q2	–	Sell	-1,012	Closed	-$267K	–	366
2024 Q1	$267K	Buy	+1,012	New	+$255K	0.28%	141
2020 Q1	–	Sell	-6,208	Closed	-$573K	–	808
2019 Q4	$573K	Sell	6,208 -23,634	-79%	-$2.03M	0.02%	1171
2019 Q3	$2.44M	Buy	29,842 +5,837	+24%	+$467K	0.06%	435
2019 Q2	$1.96M	Buy	24,005 +2,995	+14%	+$237K	0.04%	648
2019 Q1	$1.46M	Buy	+21,010	New	+$1.51M	0.03%	742
2018 Q4	–	Sell	-29,844	Closed	-$1.93M	–	1953
2018 Q3	$1.93M	Buy	29,844 +6,287	+27%	+$417K	0.04%	684
2018 Q2	$1.56M	Buy	+23,557	New	+$1.55M	0.03%	809
2018 Q1	–	Sell	-16,168	Closed	-$919K	–	1772
2017 Q4	$919K	Sell	16,168 -40,164	-71%	-$2.11M	0.02%	966
2017 Q3	$2.92M	Sell	56,332 -53,771	-49%	-$2.47M	0.06%	422
2017 Q2	$4.67M	Buy	110,103 +27,077	+33%	+$1.1M	0.09%	226
2017 Q1	$3.31M	Buy	+83,026	New	+$3.26M	0.08%	250

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Oxford Asset Management opened a new position in LPL Financial (LPLA) in Q2 2026: 1,121 shares worth $316K. The stake represents 0.16% of the portfolio and ranks #193 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in LPLA as recently as Q2 2025.

Oxford Asset Management first reported a position in LPLA in Q1 2017 and has held it in 13 quarters since. The position peaked at $4.67M in Q2 2017. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Oxford Asset Management held 1,121 shares of LPL Financial worth $316K as of Q2 2026.
LPL Financial was a new Oxford Asset Management position in Q2 2026.
LPL Financial made up 0.16% of Oxford Asset Management's portfolio in Q2 2026, its #193 holding.
Oxford Asset Management first reported a position in LPL Financial in Q1 2017 and has held it in 13 quarters since.
Oxford Asset Management's LPL Financial position peaked at $4.67M in Q2 2017.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.