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Penserra Capital Management’s LPL Financial LPLA Stock Holding History

Penserra 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 		$130K Buy
462
+19
+4% +$5.7K ﹤0.01% 744
2026
Q1 		$133K Buy
443
+12
+3% +$4.03K ﹤0.01% 708
2025
Q4 		$153K Sell
431
-5
-1% -$1.77K ﹤0.01% 694
2025
Q3 		$145K Buy
436
+5
+1% +$1.81K ﹤0.01% 730
2025
Q2 		$161K Buy
431
+75
+21% +$26.3K ﹤0.01% 671
2025
Q1 		$116K Buy
356
+16
+5% +$5.57K ﹤0.01% 787
2024
Q4 		$111K Sell
340
-11
-3% -$3.25K ﹤0.01% 832
2024
Q3 		$80K Buy
351
+1
+0.3% +$225 ﹤0.01% 800
2024
Q2 		$98K Sell
350
-2
-0.6% -$543 ﹤0.01% 808
2024
Q1 		$92K Buy
352
+12
+4% +$3.03K ﹤0.01% 816
2023
Q4 		$77K Sell
340
-3,900
-92% -$877K ﹤0.01% 935
2023
Q3 		$1.01M Buy
4,240
+3,848
+982% +$894K 0.02% 359
2023
Q2 		$84K Sell
392
-10
-2% -$2K ﹤0.01% 972
2023
Q1 		$80K Hold
402
– – ﹤0.01% 802
2022
Q4 		$86K Buy
402
+21
+6% +$4.91K ﹤0.01% 824
2022
Q3 		$83K Buy
381
+8
+2% +$1.7K ﹤0.01% 756
2022
Q2 		$68K Buy
+373
New +$70.8K ﹤0.01% 842
2019
Q4 		– Sell
-1,530
Closed -$125K – 939
2019
Q3 		$125K Sell
1,530
-107,194
-99% -$8.58M 0.01% 493
2019
Q2 		$8.87M Buy
108,724
+44,316
+69% +$3.51M 0.69% 48
2019
Q1 		$4.77M Buy
64,408
+63,848
+11,401% +$4.6M 0.38% 76
2018
Q4 		$34K Sell
560
-72
-11% -$4.39K ﹤0.01% 497
2018
Q3 		$40K Sell
632
-2,267
-78% -$150K ﹤0.01% 610
2018
Q2 		$194K Buy
2,899
+1,570
+118% +$103K 0.01% 314
2018
Q1 		$81K Buy
1,329
+894
+206% +$55.4K 0.01% 327
2017
Q4 		$24K Buy
435
+162
+59% +$8.53K ﹤0.01% 346
2017
Q3 		$14K Buy
+273
New +$12.6K ﹤0.01% 388

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

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

Penserra Capital Management increased its LPL Financial (LPLA) stake by 4.3% in Q2 2026, buying an estimated $5.7K and bringing the position to 462 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Penserra Capital Management first reported a position in LPLA in Q3 2017 and has held it in 26 quarters since. The position peaked at $8.87M in Q2 2019. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Penserra Capital Management held 462 shares of LPL Financial worth $130K as of Q2 2026.
  • Penserra Capital Management bought 19 LPL Financial shares in Q2 2026, an estimated $5.7K.
  • LPL Financial made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #744 holding.
  • Penserra Capital Management first reported a position in LPL Financial in Q3 2017 and has held it in 26 quarters since.
  • Penserra Capital Management's LPL Financial position peaked at $8.87M in Q2 2019.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.