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Principal Securities’s LPL Financial LPLA Stock Holding History

Principal Securities’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 		$731K Sell
2,594
-187
-7% -$56.1K 0.01% 903
2026
Q1 		$837K Buy
2,781
+404
+17% +$136K 0.01% 784
2025
Q4 		$849K Sell
2,377
-225
-9% -$79.6K 0.01% 750
2025
Q3 		$866K Buy
2,602
+537
+26% +$195K 0.01% 709
2025
Q2 		$774K Buy
2,065
+1,014
+96% +$355K 0.01% 689
2025
Q1 		$343K Hold
1,051
– – 0.01% 920
2024
Q4 		$343K Buy
1,051
+95
+10% +$28.1K 0.01% 915
2024
Q3 		$222K Sell
956
-1,644
-63% -$370K 0.01% 1058
2024
Q2 		$726K Buy
2,600
+60
+2% +$16.3K 0.02% 576
2024
Q1 		$671K Buy
2,540
+121
+5% +$30.5K 0.02% 562
2023
Q4 		$551K Buy
+2,419
New +$544K 0.02% 560

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

Principal Securities's LPLA Position: Q2 2026 in Review

Principal Securities reduced its LPL Financial (LPLA) stake by 6.7% in Q2 2026, selling an estimated $56.1K and leaving 2,594 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #903.

Principal Securities first reported a position in LPLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q3 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Principal Securities held 2,594 shares of LPL Financial worth $731K as of Q2 2026.
  • Principal Securities sold 187 LPL Financial shares in Q2 2026, an estimated $56.1K.
  • LPL Financial made up 0.01% of Principal Securities's portfolio in Q2 2026, its #903 holding.
  • Principal Securities first reported a position in LPL Financial in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's LPL Financial position peaked at $866K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.