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QRG Capital Management’s LPL Financial LPLA Stock Holding History

QRG 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 		$970K Sell
3,445
-151
-4% -$45.3K 0.01% 640
2026
Q1 		$1.08M Sell
3,596
-642
-15% -$215K 0.01% 548
2025
Q4 		$1.51M Buy
4,238
+1,482
+54% +$524K 0.02% 464
2025
Q3 		$917K Buy
2,756
+821
+42% +$298K 0.01% 532
2025
Q2 		$725K Buy
1,935
+94
+5% +$32.9K 0.01% 701
2025
Q1 		$602K Buy
1,841
+29
+2% +$10.1K 0.01% 707
2024
Q4 		$592K Buy
1,812
+134
+8% +$39.6K 0.01% 726
2024
Q3 		$390K Sell
1,678
-982
-37% -$221K ﹤0.01% 845
2024
Q2 		$743K Sell
2,660
-3,317
-55% -$900K 0.01% 620
2024
Q1 		$1.58M Buy
5,977
+486
+9% +$123K 0.02% 460
2023
Q4 		$1.25M Buy
5,491
+283
+5% +$63.6K 0.02% 491
2023
Q3 		$1.24M Buy
+5,208
New +$1.21M 0.02% 458

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

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

QRG Capital Management reduced its LPL Financial (LPLA) stake by 4.2% in Q2 2026, selling an estimated $45.3K and leaving 3,445 shares worth $970K. The position accounts for 0.01% of the portfolio, ranked #640.

QRG Capital Management first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • QRG Capital Management held 3,445 shares of LPL Financial worth $970K as of Q2 2026.
  • QRG Capital Management sold 151 LPL Financial shares in Q2 2026, an estimated $45.3K.
  • LPL Financial made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #640 holding.
  • QRG Capital Management first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's LPL Financial position peaked at $1.58M in Q1 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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