Prana Capital Management’s LPL Financial LPLA Stock Holding History

Prana 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	$89.8M	Buy	318,896 +71,773	+29%	+$21.5M	2.73%	10
2026 Q1	$74.3M	Buy	+247,123	New	+$82.9M	2.26%	13
2025 Q4	–	Sell	-8,607	Closed	-$2.86M	–	131
2025 Q3	$2.86M	Buy	8,607 +4,410	+105%	+$1.6M	0.1%	77
2025 Q2	$1.57M	Buy	+4,197	New	+$1.47M	0.06%	89
2024 Q4	–	Sell	-18,876	Closed	-$4.39M	–	111
2024 Q3	$4.39M	Buy	18,876 +4,889	+35%	+$1.1M	0.2%	66
2024 Q2	$3.91M	Buy	+13,987	New	+$3.8M	0.19%	68
2024 Q1	–	Sell	-34,852	Closed	-$7.93M	–	99
2023 Q4	$7.93M	Buy	+34,852	New	+$7.83M	0.47%	53
2023 Q3	–	Sell	-63,829	Closed	-$13.9M	–	102
2023 Q2	$13.9M	Buy	63,829 +37,761	+145%	+$7.56M	0.93%	35
2023 Q1	$5.28M	Buy	+26,068	New	+$5.96M	0.44%	50
2020 Q3	–	Sell	-91,276	Closed	-$7.16M	–	60
2020 Q2	$7.16M	Sell	91,276 -13,830	-13%	-$924K	0.97%	31
2020 Q1	$5.72M	Buy	+105,106	New	+$8.47M	1.67%	21
2019 Q1	–	Sell	-154,018	Closed	-$9.41M	–	60
2018 Q4	$9.41M	Buy	154,018 +113,418	+279%	+$6.91M	2.02%	17
2018 Q3	$2.62M	Buy	+40,600	New	+$2.69M	0.57%	31
2018 Q2	–	Sell	-63,760	Closed	-$3.89M	–	52
2018 Q1	$3.89M	Buy	+63,760	New	+$3.95M	1.15%	30

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Prana Capital Management increased its LPL Financial (LPLA) stake by 29% in Q2 2026, buying an estimated $21.5M and bringing the position to 318,896 shares worth $89.8M. The position accounts for 2.73% of the portfolio, ranked #10.

Prana Capital Management first reported a position in LPLA in Q1 2018 and has held it in 14 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Prana Capital Management held 318,896 shares of LPL Financial worth $89.8M as of Q2 2026.
Prana Capital Management bought 71,773 LPL Financial shares in Q2 2026, an estimated $21.5M.
LPL Financial made up 2.73% of Prana Capital Management's portfolio in Q2 2026, its #10 holding.
Prana Capital Management first reported a position in LPL Financial in Q1 2018 and has held it in 14 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.