Paradigm Asset Management’s LPL Financial LPLA Stock Holding History

Paradigm 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	–	Sell	-4,500	Closed	-$1.35M	–	463
2026 Q1	$1.35M	Hold	4,500	–	–	0.32%	132
2025 Q4	$1.61M	Sell	4,500 -300	-6%	-$106K	0.37%	96
2025 Q3	$1.6M	Hold	4,800	–	–	0.37%	91
2025 Q2	$1.8M	Buy	+4,800	New	+$1.68M	0.44%	61

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Paradigm Asset Management sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 4,500 shares — an estimated $1.35M sold.

Paradigm Asset Management first reported a position in LPLA in Q2 2025 and held it in 4 quarters. The position peaked at $1.8M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Paradigm Asset Management reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
Paradigm Asset Management sold 4,500 LPL Financial shares in Q2 2026, an estimated $1.35M.
Paradigm Asset Management first reported a position in LPL Financial in Q2 2025 and held it in 4 quarters.
Paradigm Asset Management's LPL Financial position peaked at $1.8M in Q2 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.