Pacer Advisors
LPLA icon

Pacer Advisors’s LPL Financial LPLA Stock Holding History

Pacer Advisors’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 		$1K Hold
2
– – ﹤0.01% 2555
2026
Q1 		$1K Hold
2
– – ﹤0.01% 2282
2025
Q4 		$714 Hold
2
– – ﹤0.01% 3771
2025
Q3 		$665 Hold
2
– – ﹤0.01% 3854
2025
Q2 		$750 Hold
2
– – ﹤0.01% 3321
2025
Q1 		$654 Hold
2
– – ﹤0.01% 3591
2024
Q4 		$653 Hold
2
– – ﹤0.01% 3646
2024
Q3 		$465 Buy
+2
New +$451 ﹤0.01% 2520
2017
Q4 		– Sell
-15,014
Closed -$774K – 1244
2017
Q3 		$774K Buy
15,014
+4,793
+47% +$221K 0.07% 419
2017
Q2 		$434K Buy
10,221
+1,538
+18% +$62.4K 0.04% 693
2017
Q1 		$346K Buy
+8,683
New +$341K 0.04% 702

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

Pacer Advisors's LPLA Position: Q2 2026 in Review

Pacer Advisors held its LPL Financial (LPLA) position steady in Q2 2026 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Pacer Advisors first reported a position in LPLA in Q1 2017 and has held it in 11 quarters since. The position peaked at $774K in Q3 2017. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Pacer Advisors held 2 shares of LPL Financial worth $1K as of Q2 2026.
  • Pacer Advisors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Pacer Advisors's portfolio in Q2 2026, its #2555 holding.
  • Pacer Advisors first reported a position in LPL Financial in Q1 2017 and has held it in 11 quarters since.
  • Pacer Advisors's LPL Financial position peaked at $774K in Q3 2017.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pacer Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.