PEAK6
LPLA icon

PEAK6’s LPL Financial LPLA Stock Holding History

PEAK6’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 		$949K Buy
3,370
+150
+5% +$45K ﹤0.01% 1719
2026
Q1 		$969K Buy
+3,220
New +$1.08M ﹤0.01% 1719
2025
Q3 		– Sell
-2,595
Closed -$973K – 3237
2025
Q2 		$973K Sell
2,595
-1,535
-37% -$538K ﹤0.01% 1829
2025
Q1 		$1.35M Sell
4,130
-6,999
-63% -$2.44M ﹤0.01% 1597
2024
Q4 		$3.63M Buy
+11,129
New +$3.29M 0.01% 1077

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

PEAK6's LPLA Position: Q2 2026 in Review

PEAK6 increased its LPL Financial (LPLA) stake by 4.7% in Q2 2026, buying an estimated $45K and bringing the position to 3,370 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

PEAK6 first reported a position in LPLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.63M in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • PEAK6 held 3,370 shares of LPL Financial worth $949K as of Q2 2026.
  • PEAK6 bought 150 LPL Financial shares in Q2 2026, an estimated $45K.
  • LPL Financial made up ﹤0.01% of PEAK6's portfolio in Q2 2026, its #1719 holding.
  • PEAK6 first reported a position in LPL Financial in Q4 2024 and has held it in 5 quarters since.
  • PEAK6's LPL Financial position peaked at $3.63M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.