PCM Encore’s LPL Financial LPLA Stock Holding History

PCM Encore’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	$239K	Sell	848 -12	-1%	-$3.6K	0.04%	393
2026 Q1	$259K	Buy	860 +10	+1%	+$3.35K	0.05%	350
2025 Q4	$303K	Buy	+850	New	+$301K	0.06%	305

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

PCM Encore's LPLA Position: Q2 2026 in Review

PCM Encore reduced its LPL Financial (LPLA) stake by 1.4% in Q2 2026, selling an estimated $3.6K and leaving 848 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #393.

PCM Encore first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

PCM Encore held 848 shares of LPL Financial worth $239K as of Q2 2026.
PCM Encore sold 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
LPL Financial made up 0.04% of PCM Encore's portfolio in Q2 2026, its #393 holding.
PCM Encore first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
PCM Encore's LPL Financial position peaked at $303K in Q4 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.