Primecap Management
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Primecap Management’s LPL Financial LPLA Stock Holding History

Primecap 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 		$4.51M Hold
16,000
– – ﹤0.01% 289
2026
Q1 		$4.81M Hold
16,000
– – ﹤0.01% 280
2025
Q4 		$5.71M Hold
16,000
– – ﹤0.01% 274
2025
Q3 		$5.32M Hold
16,000
– – ﹤0.01% 280
2025
Q2 		$6M Hold
16,000
– – ﹤0.01% 279
2025
Q1 		$5.23M Hold
16,000
– – ﹤0.01% 279
2024
Q4 		$5.22M Sell
16,000
-24,900
-61% -$7.36M ﹤0.01% 272
2024
Q3 		$9.51M Sell
40,900
-193,500
-83% -$43.6M 0.01% 262
2024
Q2 		$65.5M Hold
234,400
– – 0.05% 170
2024
Q1 		$61.9M Buy
234,400
+84,400
+56% +$21.3M 0.05% 174
2023
Q4 		$34.1M Hold
150,000
– – 0.03% 207
2023
Q3 		$35.6M Hold
150,000
– – 0.03% 198
2023
Q2 		$32.6M Hold
150,000
– – 0.03% 204
2023
Q1 		$30.4M Sell
150,000
-33,600
-18% -$7.68M 0.03% 202
2022
Q4 		$39.7M Sell
183,600
-79,700
-30% -$18.6M 0.04% 179
2022
Q3 		$57.5M Sell
263,300
-8,700
-3% -$1.85M 0.06% 166
2022
Q2 		$50.2M Buy
272,000
+10,000
+4% +$1.9M 0.04% 175
2022
Q1 		$47.9M Buy
262,000
+72,700
+38% +$12.7M 0.04% 190
2021
Q4 		$30.3M Sell
189,300
-14,700
-7% -$2.43M 0.02% 217
2021
Q3 		$32M Hold
204,000
– – 0.02% 214
2021
Q2 		$27.5M Hold
204,000
– – 0.02% 227
2021
Q1 		$29M Hold
204,000
– – 0.02% 220
2020
Q4 		$21.3M Hold
204,000
– – 0.02% 228
2020
Q3 		$15.6M Buy
204,000
+6,000
+3% +$476K 0.01% 226
2020
Q2 		$15.5M Buy
198,000
+53,000
+37% +$3.54M 0.01% 215
2020
Q1 		$7.89M Buy
+145,000
New +$11.7M 0.01% 225

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

Primecap Management's LPLA Position: Q2 2026 in Review

Primecap Management held its LPL Financial (LPLA) position steady in Q2 2026 at 16,000 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Primecap Management first reported a position in LPLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $65.5M in Q2 2024. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Primecap Management held 16,000 shares of LPL Financial worth $4.51M as of Q2 2026.
  • Primecap Management left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Primecap Management's portfolio in Q2 2026, its #289 holding.
  • Primecap Management first reported a position in LPL Financial in Q1 2020 and has held it in 26 quarters since.
  • Primecap Management's LPL Financial position peaked at $65.5M in Q2 2024.
  • 762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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