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Pettee Investors’s LPL Financial LPLA Stock Holding History

Pettee Investors’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 		$420K Hold
1,490
– – 0.21% 81
2026
Q1 		$498K Hold
1,490
– – 0.26% 80
2025
Q4 		$532K Hold
1,490
– – 0.3% 75
2025
Q3 		$496K Hold
1,490
– – 0.27% 80
2025
Q2 		$559K Buy
+1,490
New +$522K 0.33% 73

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

Pettee Investors's LPLA Position: Q2 2026 in Review

Pettee Investors held its LPL Financial (LPLA) position steady in Q2 2026 at 1,490 shares worth $420K. The position accounts for 0.21% of the portfolio, ranked #81.

Pettee Investors first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Pettee Investors held 1,490 shares of LPL Financial worth $420K as of Q2 2026.
  • Pettee Investors left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up 0.21% of Pettee Investors's portfolio in Q2 2026, its #81 holding.
  • Pettee Investors first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • Pettee Investors's LPL Financial position peaked at $559K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.