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Park Place Capital’s LPL Financial LPLA Stock Holding History

Park Place Capital’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
-133
Closed -$40K – 1110
2026
Q1 		$40K Buy
+133
New +$44.6K 0.01% 381
2025
Q3 		– Sell
-42
Closed -$15.7K – 817
2025
Q2 		$15.7K Sell
42
-12
-22% -$4.2K ﹤0.01% 513
2025
Q1 		$17.7K Hold
54
– – ﹤0.01% 482
2024
Q4 		$17.6K Hold
54
– – ﹤0.01% 494
2024
Q3 		$12.6K Buy
54
+6
+13% +$1.35K ﹤0.01% 583
2024
Q2 		$13.4K Hold
48
– – ﹤0.01% 571
2024
Q1 		$12.7K Hold
48
– – ﹤0.01% 608
2023
Q4 		$10.9K Hold
48
– – ﹤0.01% 614
2023
Q3 		$11.4K Hold
48
– – ﹤0.01% 737
2023
Q2 		$10.4K Hold
48
– – ﹤0.01% 763
2023
Q1 		$9.71K Hold
48
– – ﹤0.01% 766
2022
Q4 		$10K Buy
+48
New +$11.2K ﹤0.01% 762

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

Park Place Capital's LPLA Position: Q2 2026 in Review

Park Place Capital sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 133 shares — an estimated $40K sold.

Park Place Capital first reported a position in LPLA in Q4 2022 and held it in 12 quarters. The position peaked at $40K in Q1 2026. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Park Place Capital reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Park Place Capital sold 133 LPL Financial shares in Q2 2026, an estimated $40K.
  • Park Place Capital first reported a position in LPL Financial in Q4 2022 and held it in 12 quarters.
  • Park Place Capital's LPL Financial position peaked at $40K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Park Place Capital's 13F filing for Q2 2026, filed 14 Aug 2026.