&Partners’s LPL Financial LPLA Stock Holding History

&Partners’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	$3.58M	Sell	12,702 -392	-3%	-$118K	0.01%	735
2026 Q1	$3.95M	Sell	13,094 -667	-5%	-$224K	0.02%	608
2025 Q4	$4.89M	Sell	13,761 -1,027	-7%	-$363K	0.03%	508
2025 Q3	$4.91M	Buy	14,788 +1,273	+9%	+$461K	0.03%	426
2025 Q2	$5.06M	Buy	13,515 +3,358	+33%	+$1.18M	0.04%	364
2025 Q1	$3.42M	Buy	10,157 +1,910	+23%	+$665K	0.04%	389
2024 Q4	$2.75M	Buy	8,247 +2,136	+35%	+$632K	0.03%	404
2024 Q3	$1.42M	Buy	6,111 +3,235	+112%	+$729K	0.03%	442
2024 Q2	$803K	Buy	+2,876	New	+$781K	0.04%	399

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

&Partners's LPLA Position: Q2 2026 in Review

&Partners reduced its LPL Financial (LPLA) stake by 3% in Q2 2026, selling an estimated $118K and leaving 12,702 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #735.

&Partners first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.06M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

&Partners held 12,702 shares of LPL Financial worth $3.58M as of Q2 2026.
&Partners sold 392 LPL Financial shares in Q2 2026, an estimated $118K.
LPL Financial made up 0.01% of &Partners's portfolio in Q2 2026, its #735 holding.
&Partners first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
&Partners's LPL Financial position peaked at $5.06M in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.