Pennsylvania Capital Management’s LPL Financial LPLA Stock Holding History

Pennsylvania Capital 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	$443K	Hold	1,572	–	–	0.11%	85
2026 Q1	$473K	Hold	1,572	–	–	0.14%	75
2025 Q4	$561K	Hold	1,572	–	–	0.15%	67
2025 Q3	$523K	Hold	1,572	–	–	0.15%	69
2025 Q2	$589K	Hold	1,572	–	–	0.19%	67
2025 Q1	$514K	Sell	1,572 -3	-0.2%	-$1.04K	0.19%	63
2024 Q4	$514K	Hold	1,575	–	–	0.18%	65
2024 Q3	$366K	Buy	1,575 +3	+0.2%	+$676	0.13%	72
2024 Q2	$439K	Hold	1,572	–	–	0.17%	60
2024 Q1	$415K	Hold	1,572	–	–	0.17%	61
2023 Q4	$358K	Hold	1,572	–	–	0.14%	69
2023 Q3	$374K	Hold	1,572	–	–	0.16%	64
2023 Q2	$342K	Hold	1,572	–	–	0.15%	68
2023 Q1	$318K	Hold	1,572	–	–	0.15%	69
2022 Q4	$347K	Hold	1,572	–	–	0.18%	71
2022 Q3	$343K	Hold	1,572	–	–	0.19%	59
2022 Q2	$290K	Hold	1,572	–	–	0.15%	62
2022 Q1	$287K	Hold	1,572	–	–	0.12%	69
2021 Q4	$252K	Hold	1,572	–	–	0.09%	94
2021 Q3	$275K	Buy	+1,572	New	+$226K	0.12%	73

Other funds holding LPLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Pennsylvania Capital Management's LPLA Position: Q2 2026 in Review

Pennsylvania Capital Management held its LPL Financial (LPLA) position steady in Q2 2026 at 1,572 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #85.

Pennsylvania Capital Management first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $589K in Q2 2025. 253 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Pennsylvania Capital Management held 1,572 shares of LPL Financial worth $443K as of Q2 2026.
Pennsylvania Capital Management left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.11% of Pennsylvania Capital Management's portfolio in Q2 2026, its #85 holding.
Pennsylvania Capital Management first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
Pennsylvania Capital Management's LPL Financial position peaked at $589K in Q2 2025.
253 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.